This report from Michael Hasenstab, Ph.D., and the Templeton Global Macro team assesses the global economic outlook for Q1 2026 amid heightened policy and geopolitical uncertainty.
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Global growth is projected at 3.3% in 2026, with emerging markets—particularly Asia and India—continuing to outpace developed economies.
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Trade fragmentation, tariff shifts, and geopolitical tensions are accelerating “global rewiring,” reshaping supply chains and capital flows.
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Divergent inflation and monetary paths point to selective, country-level opportunities, alongside a structurally weaker U.S. dollar.
How can investors position portfolios to capture value as global growth, policy, and currencies increasingly diverge?
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