Shows / Macro moments
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…
Episodes
- Macro moments
Live budget briefing - Burnham, bonds and blue chips
Did the 2026 UK Autumn Budget do enough to support growth, or simply put off the difficult decisions? Recorded immediately after Chancellor John Healey's…
- Macro moments
Allocation Views: Higher rates, new investment opportunities?
Higher interest rates, stubborn inflation and rising government borrowing costs have unsettled bond markets. But could higher yields be creating new investment…
- Macro moments
Allocation Views Extra: The US Small-Cap Debate
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…
- Macro moments
The trillion-dollar AI question – can the boom keep paying off?
Artificial intelligence is driving one of the biggest investment cycles in decades. But with spending on AI infrastructure approaching extraordinary levels…
- Macro moments
Allocation Views: Bubbles, Bifurcation, and the Case for Staying Invested
In this episode of Allocation Views, Michael Browne from the Franklin Templeton Institute quizzes Oliver Wallin from the Franklin Templeton Investment…
- Macro moments
Allocation Views: US equities, bonds and the AI trade
Why stay overweight US equities when interest rates could still rise? And are higher bond yields finally creating opportunities for investors? Michael Browne…
Macro momentsBurnham, bonds and Britain's fiscal test: what the new government means for UK markets
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…
- Macro moments
BONUS Q&A: Stuart Kirk debates pensions, US inflation and active vs passive investing
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…
- Macro moments
Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning
In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework…
- Macro moments
Emerging Markets in a World on Edge: The Risks VS Rewards in a Turbulent Global Economy
Emerging Markets in Focus: Geopolitics, AI Growth & Investment Opportunities For the debut of Macro Moments monthly webinar series, Global Investment…