Macro

Find the latest macro analysis and insights

Why our long-term bullish thesis for gold remains intact
  • 14 hours ago

Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.

Global Investment Strategy Committee Outlook Q3 2026
  • 14 hours ago

The Amova Asset Management Global Investment Strategy Committee remains constructive on global growth and does not anticipate an imminent recession. However, its base case depends on interconnected...

The week in markets: Back on the front foot
  • 14 hours ago

This week saw renewed investor confidence that economic growth can continue without reigniting price pressures.

What in the World⁈
  • 02 Jul 2026

Weekly takes on macro stories and market trends shaping the investment world

What is the Nasdaq and how does it drive the modern global economy?
  • 02 Jul 2026

What is the Nasdaq? More than an exchange or index, it reflects growth leadership and the companies shaping today’s—and tomorrow’s—economies. See why.

Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
  • 02 Jul 2026

AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...

The World Didn’t Break: 2026 Mid-Year Investment Outlook
  • 02 Jul 2026

Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.

ClockWise: Q2 review – Strait back to it
  • 02 Jul 2026

After a negative start to the year, global equities rebounded from their lows in Q2 with the S&P 500 recording its best quarterly performance since the post-pandemic recovery in 2020.

Should investment grade prime office landlords worry about AI?
  • 02 Jul 2026

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.