Fund manager interview series

Look to emerging markets with strong fundamentals

Dr Michael Hasenstab oversees global, unconstrained investment strategies and manages funds. His advice for Asian investors in 2018 is to avoid rising US Treasury yields and low to negative yields in the euro zone and Japan, and to look for opportuni
Dr Michael Hasenstab oversees global, unconstrained investment strategies and manages funds. His advice for Asian investors in 2018 is to avoid rising US Treasury yields and low to negative yields in the euro zone and Japan, and to look for opportunities in domestically resilient emerging markets with higher yields.

Chief investment officer for Templeton Global Macro at Franklin Templeton Investments, Michael Hasenstab, discusses his macroeconomic outlook in the latest of our series featuring fund managers and leading market experts

Dr Michael Hasenstab, who has a PhD in economics, oversees global, unconstrained investment strategies and manages a number of funds, including the Templeton Global Total Return Fund.

The fund is positioned for rising interest rates while maintaining a high level of income. It invests principally in fixed and/or floating rate debt securities and debt obligations issued by government and government-related issuers or corporate entities worldwide.

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A version of this article appeared in the print edition of The Sunday Times on February 25, 2018, with the headline 'Look to emerging markets with strong fundamentals'. Print Edition | Subscribe