From The Market Desk Franklin Templeton Institute Multi Asset
From the US Market Desk: Now what?
May 18, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
Global equity insights
Quick Thoughts Franklin Templeton Institute Equity
Quick Thoughts: How AI is transforming software
May 18, 2026
Franklin Templeton Institute’s Stephen Dover shares key insights from the Franklin Equity team about how artificial intelligence is changing the economics of the software industry.
Franklin Equity Group Equity
Software in the “Age of Intelligence”
May 18, 2026
Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.
Emerging markets equity insights
From The Market Desk Franklin Templeton Institute Multi Asset
From the US Market Desk: Now what?
May 18, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
Quick Thoughts Franklin Templeton Institute Equity
Quick Thoughts: How AI is transforming software
May 18, 2026
Franklin Templeton Institute’s Stephen Dover shares key insights from the Franklin Equity team about how artificial intelligence is changing the economics of the software industry.
Franklin Equity Group Equity
Software in the “Age of Intelligence”
May 18, 2026
Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.
*as of 12/31/2025
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