GLOBAL MACRO SHIFTS

WHAT IS GLOBAL MACRO SHIFTS?

Global Macro Shifts is a research-based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Macro.

Latest edition

Trade and Taxes in a World with Borders

US policy continues to be an important topic for investors throughout the world. Recently, the potential for US corporate tax reform and a border adjustment tax (BAT) stirred debate not only within the US government but also among global investors. Templeton Global Macro examines how a BAT would work, its likely effect on prices and exchange rates, its implications for the longer-term macroeconomic outlook, its impact on different domestic sectors and trade flows, and the potential ramifications for international trade relations.

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Meet the Team

Dr. Hasenstab and his team manage Templeton's global bond strategies, including unconstrained fixed income, currency and global macro. This economic team, trained in some of the leading universities in the world, integrates global macroeconomic analysis with in-depth country research to help identify long-term imbalances that translate to investment opportunities.

Michael Hasenstab, Ph.D.

Michael Hasenstab, Ph.D.

  • Executive Vice President, Portfolio Manager, Chief Investment Officer
  • Templeton Global Macro
Sonal Desai, Ph.D.

Sonal Desai, Ph.D.

  • Senior Vice President, Portfolio Manager, Director of Research
  • Templeton Global Macro
Hyung C. Shin, Ph.D.

Hyung C. Shin, Ph.D.

  • Vice President, Senior Global Macro Research Analyst
  • Templeton Global Macro
Attila Korpos, Ph.D.

Attila Korpos, Ph.D.

  • Research Analyst
  • Templeton Global Macro
Calvin Ho, Ph.D.

Calvin Ho, Ph.D.

  • Vice President, Senior Global Macro Research Analyst
  • Templeton Global Macro
Diego Valderrama, Ph.D.

Diego Valderrama, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro
Shlomi Kramer, Ph.D.

Shlomi Kramer, Ph.D.

  • Research Analyst
  • Templeton Global Macro