Macro moments – Details, episodes & analysis

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Macro moments

Franklin Templeton Institute

Business

Frequency: 1 episode/23d. Total Eps: 6

Macro moments is an investment podcast for UK investors. Hosted by Michael Browne, Global Investment Strategist at the Franklin Templeton Institute, the podcast explores the economic, market and investment themes shaping portfolios today. Episodes feature guests from across Franklin Templeton and beyond covering asset allocation, portfolio construction, equities, fixed income, alternatives, private markets, artificial intelligence, geopolitics, inflation, interest rates and long-term investment trends. Designed to help investors make more informed investment decisions.

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Data updated on 25/09/2026

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Allocation Views: Bubbles, Bifurcation, and the Case for Staying Invested

Season 1 · Episode 5

Wednesday, September 23, 2026 • Duration 19:33

In this episode of Allocation Views, Michael Browne from the Franklin Templeton Institute quizzes Oliver Wallin from the Franklin Templeton Investment Solutions team about their latest asset allocation changes in an environment of sticky inflation, geopolitical uncertainty, rising interest rates and growing concerns around AI concentration. The conversation explores whether the current AI investment boom is approaching bubble territory, and how investors can balance the opportunities created by AI.

The discussion also considers the implications for portfolio construction, including the role of emerging markets in diversifying exposure to the AI trade. Also, after the recent Fed move and with central banks expected to continue raising rates, the episode considers whether markets are pricing in too much tightening. Finally, they look at what developments could change the current asset allocation view.

Topics include:

Is the AI investment boom becoming a bubble?
AI concentration, CapEx spending and commoditisation risks
Portfolio positioning and diversification beyond the hyperscalers
The outlook for US, European, UK, Japanese and emerging market equities
Large-cap versus small-cap exposure in a rising-rate environment
Why European equities are becoming more attractive
The case for duration and the outlook for UK gilts
What could change the current risk-on stance
Inflation, energy prices and the path of interest rates
Market seasonality and the outlook for the remainder of 2026

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Explore Franklin Templeton's latest insights, market perspectives, investment solutions, and educational resources.

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Follow Franklin Templeton for market updates, expert analysis, thought leadership, and investment insights:

LinkedIn: https://www.linkedin.com/company/franklin-templeton/
YouTube: https://www.youtube.com/@FranklnTempletn

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Discover expert commentary, timely analysis and investment ideas:

https://www.franklintempleton.co.uk/campaigns/macro-moments-insights-from-the-franklin-templeton-institute

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Allocation Views: US equities, bonds and the AI trade

Season 1 · Episode 4

Friday, August 28, 2026 • Duration 22:15

Why stay overweight US equities when interest rates could still rise? And are higher bond yields finally creating opportunities for investors?

Michael Browne and Oliver Wallin unpack Franklin Templeton’s latest asset allocation views, including the case for US equities, growing opportunities in government bonds and how the AI investment trade is broadening beyond the biggest technology companies.

They also discuss emerging markets, the outlook for UK bonds, Australia’s deteriorating investment picture and the biggest risks to current portfolio positioning.

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Burnham, bonds and Britain's fiscal test: what the new government means for UK markets

Season 1 · Episode 3

Tuesday, July 21, 2026 • Duration 21:17

Andy Burnham is the UK's new Prime Minister. What does that mean for markets and investment?

The UK has entered a new political era, but the questions facing investors remain the same. Can the new government deliver stronger growth while maintaining fiscal discipline? Will policy shift in a way that changes the outlook for inflation, interest rates and UK assets?

In this special episode of Macro Moments, Michael Browne is joined by David Zahn, Head of European Fixed Income, and Jo Rands, Portfolio Manager, UK Equities, to examine the investment implications of Andy Burnham's premiership.

Together, they explore the government's economic priorities, the future of the UK's fiscal rules, how markets could respond to a more interventionist agenda, and what the new political landscape means for growth, bonds, equities and investors.

Listen to the conversation and discover what Andy Burnham's government could mean for the UK economy—and what investors should be watching next.

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BONUS Q&A: Stuart Kirk debates pensions, US inflation and active vs passive investing

Season 1 · Episode 2

Tuesday, July 14, 2026 • Duration 17:19

In this bonus episode of Macro moments, recorded straight after the main conversation, Stuart Kirk, author of the Financial Times' Skin in the Game column, Michael Browne (Franklin Templeton Institute) and Oliver Wallin (Franklin Templeton Investment Solutions) tackle the remaining investor questions.

They explore whether a £1 million pension is enough for retirement, why investors may not need to reduce equity exposure as they get older, and if markets are overestimating US interest rate cuts. It also looks at AI’s impact on jobs and growth, and takes on the active versus passive investing debate.

Topics include:

Is a £1 million pension pot enough for retirement?
Why retirement doesn't necessarily mean selling your equities
Are markets overestimating the likelihood of US interest rate cuts?
What productivity is telling us about the US economy
Will AI destroy jobs—or create the next wave of economic growth?
Why active versus passive investing isn't an either-or decision
How market dispersion creates opportunities for active managers
Why strategic asset allocation is itself a form of active management

This bonus episode offers practical investment insights with a broad discussion of the macroeconomic and technological forces shaping today's markets, offering investors a fresh perspective on navigating uncertainty while positioning portfolios for long-term growth.

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Explore Franklin Templeton's latest insights, market perspectives, investment solutions, and educational resources.

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Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning

Season 1 · Episode 2

Monday, July 13, 2026 • Duration 59:46

In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework to the personal pension portfolio of Stuart Kirk; author of the Financial Times’ Skin in the Game column. Using the same analytical lens employed for institutional portfolios, the discussion evaluates asset allocation, regional exposures, portfolio risks and return assumptions, assessing whether Stuart’s portfolio is on track to reach its £1m target by 2032.

The portfolio review becomes a springboard for a broader debate on the investment landscape in 2026. Hosting the discussion, the Franklin Templeton Institute’s Michael Browne explores whether today’s markets are experiencing another bubble or a genuine structural shift, driven by unprecedented investment in artificial intelligence and digital infrastructure. The conversation examines US exceptionalism, opportunities across Europe, Japan and emerging markets, the role of active positioning and whether investors should be embracing or challenging conventional market narratives.

Topics include:

Applying institutional portfolio analysis to a real-world pension portfolio
Is AI creating a bubble or a productivity revolution?
The investment implication of AI infrastructure spending
US exceptionalism and global market opportunities
Strategic asset allocation and benchmark-relative risk
Active positioning, market timing and portfolio construction
Diversification and unintended portfolio risks
The risks investors should actually be watching

This episode combines real-world portfolio analysis with a wide-ranging discussion on one of the defining investment questions of today: is AI driving a speculative boom, or laying the foundations for the next phase of economic growth?

Emerging Markets in a World on Edge: The Risks VS Rewards in a Turbulent Global Economy

Season 1 · Episode 1

Monday, June 1, 2026 • Duration 48:17

Emerging Markets in Focus: Geopolitics, AI Growth & Investment Opportunities

For the debut of Macro Moments monthly webinar series, Global Investment Strategist Michael Browne hosts a discussion with a distinguished panel from Franklin Templeton. He is joined by Oliver Wallin, Solutions Portfolio Manager; Elias Elias, CFA, Client Portfolio Manager; and Marcus Weyerer, CFA, Senior ETF Investment Strategist EMEA. Adding further depth to the conversation is regular contributor Mohieddine (Dino) Kronfol, CIO of Global Sukuk and MENA Fixed Income.

The panel provides an in-depth analysis of the changing emerging markets environment, exploring how geopolitical conflicts and energy-related risks impact global trade, commodities, investor sentiment, and overall market stability.

They also explore:

Reshaping of global supply chains due to geopolitical conflict
Impact of energy disruptions on inflation and emerging markets
AI, semiconductors, and digital infrastructure as growth drivers
Opportunities in Korea, Taiwan, and India
Risks from persistent inflation, fiscal imbalances, and currency volatility
Monetary policy's influence on capital flows and investor behavior
Importance of active management and selective sector exposure

In summary, this episode expresses an outlook of cautious optimism, highlighting the semiconductor sector as a primary avenue for investment. The group stresses that navigating modern market complexities requires a steadfast commitment to thorough risk evaluation and strategic diversification.

Come along to examine the intersection of technology and global politics, discovering how they are reshaping emerging markets and identifying the most promising future prospects.

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Macro moments – Details, episodes & analysis

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Macro moments – Details, episodes & analysis

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