Macro moments
Franklin Templeton Institute
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Every month, global investment strategist Michael Browne sits down with investment specialists from across Franklin Templeton to make sense of the macro stories moving markets. From emerging markets and central banks to geopolitics, AI and global growth, 'Macro moments' blends expert debate, market insight and real-world investment perspectives to help investors navigate an increasingly complex world. Clear, timely and globally informed — designed for investors who want to look beyond the headlines.
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Emerging Markets in a World on Edge: The Risks VS Rewards in a Turbulent Global Economy 01.06.2026 48minEmerging Markets in Focus: Geopolitics, AI Growth & Investment OpportunitiesFor 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 conflictImpact of energy disruptions on inflation and emerging marketsAI, semiconductors, and digital infrastructure as growth driversOpportunities in Korea, Taiwan, and IndiaRisks from persistent inflation, fiscal imbalances, and currency volatilityMonetary policy's influence on capital flows and investor behaviorImportance of active management and selective sector exposureIn 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.Connect & Learn MoreLearn MoreExplore Franklin Templeton's latest insights, market perspectives, investment solutions, and educational resources.Stay ConnectedFollow 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/@FranklnTempletnX: https://x.com/FTI_GlobalExplore More Macro MomentsDiscover expert commentary, webinars, research, and perspectives on global markets, emerging trends, and investment opportunities:https://www.franklintempleton.co.uk/campaigns/macro-moments-insights-from-the-franklin-templeton-institute
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