Franklin Mutual Series Insights

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

Birth rates are falling and municipal bond credits are diverging according to Jennifer Johnston, Director of Municipal (Muni) Bond Research, Franklin Templeton Fixed Income. Find out what this means for investors in part one of this two-part muni credit research series.

As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templeton, explores what’s driving this shift and highlights three different approaches to tokenization.

In their latest Value Vantage Point, Franklin Mutual Series believes compelling opportunities emerge for value investors when a growth company seemingly breaks.

The Franklin Templeton Fixed Income team believes that the US economic outlook at this stage likely doesn't warrant additional monetary easing; however, outside the United States, economic growth still faces some challenges and suggests proceeding with caution. Read more in their latest Sector Views.

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

The modern portfolio theory framework is now well over 50 years old. As the industry shifts from client-centric to consumer-centric portfolios, this personalization is likely to align portfolios with investor’s goals, increasingly reflect their life preferences and serve as a gateway to rewards and benefits.

Beneath the daily headlines, powerful long-term forces are changing societies, driving technology and compelling geoeconomic logic to shape our future world. Learn about Deep Water Waves in this update to our multi-year series.

Quality small- and mid-cap stocks look poised for ongoing strength, given attractive valuations, increasing earnings and a more favorable regulatory environment.

With German fiscal spending rising, interest rates low and reforms continuing, European value stocks have the potential to shine despite the current political uncertainties, says Franklin Mutual Series.

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.

Enabled by advances in technology, commission-free trading, and more, Custom Indexing now allows investors to build portfolios that are personalized to their specific situations and preferences.

When we launched Canvas in 2019, direct indexing was a sleepy corner of the market and custom indexing didn’t exist. Today, these twin categories have great velocity.

OSAM has a long history of managing factor-based investment strategies in a manner that reduces real-world costs and delivers strong investment results.

Innovations do not occur in a vacuum. Instead, they often represent the moment that independent paths of evolution and ideas converge

On Canvas’s 1-year anniversary, we coined the term custom indexing and were intentional about it.

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

Birth rates are falling and municipal bond credits are diverging according to Jennifer Johnston, Director of Municipal (Muni) Bond Research, Franklin Templeton Fixed Income. Find out what this means for investors in part one of this two-part muni credit research series.

As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templeton, explores what’s driving this shift and highlights three different approaches to tokenization.

While US investors focus on growth, international markets may remain the best places to find value opportunities in 2026, says Franklin Mutual Series.

The Franklin Templeton Fixed Income team believes that the US economic outlook at this stage likely doesn't warrant additional monetary easing; however, outside the United States, economic growth still faces some challenges and suggests proceeding with caution. Read more in their latest Sector Views.

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

The modern portfolio theory framework is now well over 50 years old. As the industry shifts from client-centric to consumer-centric portfolios, this personalization is likely to align portfolios with investor’s goals, increasingly reflect their life preferences and serve as a gateway to rewards and benefits.

Beneath the daily headlines, powerful long-term forces are changing societies, driving technology and compelling geoeconomic logic to shape our future world. Learn about Deep Water Waves in this update to our multi-year series.

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.

Enabled by advances in technology, commission-free trading, and more, Custom Indexing now allows investors to build portfolios that are personalized to their specific situations and preferences.

When we launched Canvas in 2019, direct indexing was a sleepy corner of the market and custom indexing didn’t exist. Today, these twin categories have great velocity.

OSAM has a long history of managing factor-based investment strategies in a manner that reduces real-world costs and delivers strong investment results.

Innovations do not occur in a vacuum. Instead, they often represent the moment that independent paths of evolution and ideas converge

On Canvas’s 1-year anniversary, we coined the term custom indexing and were intentional about it.

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

Birth rates are falling and municipal bond credits are diverging according to Jennifer Johnston, Director of Municipal (Muni) Bond Research, Franklin Templeton Fixed Income. Find out what this means for investors in part one of this two-part muni credit research series.

As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templeton, explores what’s driving this shift and highlights three different approaches to tokenization.

The Franklin Templeton Fixed Income team believes that the US economic outlook at this stage likely doesn't warrant additional monetary easing; however, outside the United States, economic growth still faces some challenges and suggests proceeding with caution. Read more in their latest Sector Views.

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

The modern portfolio theory framework is now well over 50 years old. As the industry shifts from client-centric to consumer-centric portfolios, this personalization is likely to align portfolios with investor’s goals, increasingly reflect their life preferences and serve as a gateway to rewards and benefits.

Beneath the daily headlines, powerful long-term forces are changing societies, driving technology and compelling geoeconomic logic to shape our future world. Learn about Deep Water Waves in this update to our multi-year series.

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

Franklin Mutual Series sees continued opportunities in Europe, as attractive valuations, along with monetary and fiscal stimulus and regulatory reform support regional equities.

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.

Enabled by advances in technology, commission-free trading, and more, Custom Indexing now allows investors to build portfolios that are personalized to their specific situations and preferences.

When we launched Canvas in 2019, direct indexing was a sleepy corner of the market and custom indexing didn’t exist. Today, these twin categories have great velocity.

OSAM has a long history of managing factor-based investment strategies in a manner that reduces real-world costs and delivers strong investment results.

Innovations do not occur in a vacuum. Instead, they often represent the moment that independent paths of evolution and ideas converge

On Canvas’s 1-year anniversary, we coined the term custom indexing and were intentional about it.