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Templeton Global Macro is best known for its unconstrained approach to global fixed income investing, looking beyond traditional fixed income benchmarks for the most compelling opportunities. Led by macroeconomic and in-depth country research, the team makes active allocations across yield curve, currencies and credit to diversify and take advantage of different economic cycles around the world. The team’s investment insights come from their rigorous academic analysis and on-the-ground-research. Here, the team shares their views on various global economic topics.
 

Click here for the team’s current and past ESG Papers.
Click here for the team’s current and past Global Macro Shifts papers.

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DECEMBER 4, 2025

Global Macro Insights: November 2025

Despite tariff uncertainties, Templeton Global Macro highlights Asia-Pacific and Latin America as potential areas of opportunity in this month’s Global Macro Insights.

OCTOBER 27, 2025

Quarterly Economic Outlook: Fourth quarter 2025

The global economy appears to be undergoing a period of “global rewiring” on a number of fronts Read what Templeton Global Macro professionals see ahead in their Quarterly Economic Outlook.

OCTOBER 3, 2025

An update on our ESG scores

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

JUNE 11, 2025

Can emerging markets navigate a fragmented world?

In this latest Global Macro Shifts, emerging markets face challenges in a reshuffling of global trade, but many still benefit from years of structural reforms. Templeton Global Macro evaluates the out...

NOVEMBER 20, 2024

2025 outlook: The US dollar amid a global easing cycle

What does the global interest-rate cycle mean for the US dollar? Templeton Global Macro shares its 2025 outlook.

APRIL 18, 2024

India: Unlocking the potential

In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, accordi...

Archived

APRIL 2, 2024

An update on our local markets resilience scores: Spring 2024

Templeton Global Macro update the Local Markets Resilience Index (LMRI®) scores for 26 countries and highlight four case studies.

Archived

MARCH 14, 2024

A transformative period in Japan

Shifting dynamics and the impact on the yen. Unlike other developed markets expected to slow in 2024, Japan may be entering a new period of sustainable growth, according to Templeton Global Macro.

Archived