Macro moments
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.
Episodes
Are US small-cap stocks being underestimated?
In this special edition of Macro moments, Michael Browne is joined by Francis Gannon, Co-Chief Investment Officer of Royce Investment Partners, to debate the outlook for US small caps.
They explore whether higher interest rates really spell trouble for smaller companies, why earnings and valuations could matter more than rate moves, and whether improving market breadth, M&A and strong...
Artificial intelligence is driving one of the biggest investment cycles in decades. But with spending on AI infrastructure approaching extraordinary levels, can the returns keep pace?
Michael Browne, Global Investment Strategist, is joined by Matt Moberg of Franklin Equity Group and Andy O’Brien of Putnam to examine the economics behind the AI boom. They explore the race to build data centres and computing capacity, the outloo...
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 terri...
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 discus...
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 D...
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 the...
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 assum...
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 de...
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