Franklin Templeton Institute From The US Market Desk Fixed Income Equity
From the US Market Desk: Here We Go Again—Another Hiking Cycle?
September 21, 2026
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Global Investment Outlook 2026
Resilience is the key theme for 2026. Markets and economies have held up well despite geopolitical shocks, policy uncertainty and rising inflation. Global growth remains close to trend, supported by consumer spending, business investment, productivity gains and strong corporate profits.
Navigating 2026 through multiple lenses
Our investment teams will continue to provide their 2026 outlook, covering fixed income, equities, multi-asset, alternative investing and ETFs.
We believe investing in a broad range of asset classes and regions optimizes the balance of risk and reward across various economic outcomes. Our investment manager will continue to share their outlook for the rest of 2026 for their respective asset classes.
Please bookmark this page and return periodically to see all the latest commentaries.
The World Didn’t Break: 2026 Mid-Year Investment Outlook
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
2026 Private Markets Outlook
Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.
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Templeton Global Investments Emerging Markets Insights Equity
Emerging Markets Insights: Rising Bond Yields
September 14, 2026
Emerging markets face mounting headwinds as rising US bond yields, seasonal market weakness, and El Niño-driven food inflation strengthen the US dollar, pressure equities, and erode consumer purchasing power.
Templeton Global Investments Global Equity Pulse Equity
Global Equity Pulse: Industrials for Diversification: A Recovery Story
September 9, 2026
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
Franklin Templeton Fixed Income Global Macro Insights Fixed Income
Global Macro Insights: August 2026
September 9, 2026
In August, the US dollar weakened modestly, sovereign bond yields generally rose, and emerging market hard-currency bonds gained. Inflation remained elevated but mixed across countries, while central bank commentary leaned hawkish despite few policy meetings. The Templeton Global Macro team believes global growth remains resilient, though geopolitical and trade uncertainty reinforce the need for country-specific analysis.
Franklin Templeton Investment Solutions Allocation Views Multi-asset
Allocation Views: Bubbles, Bifurcation and the Case for Staying Invested
September 4, 2026
In this month’s Allocation Views, recent equity volatility has reset tech valuations, helping sentiment pull back from exuberance. Franklin Templeton Investment Solutions looks at the implications for investors across the globe.
Franklin Templeton Institute Fixed Income
From Chips to Cognition: Mapping Opportunities in China's AI Ecosystem
September 1, 2026
A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selective opportunities despite ongoing technology gaps and fragmented execution.
Franklin Templeton Institute Fixed Income
Core Bond (Plus): What’s Under the Hood and When to Consider It
August 26, 2026
Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.
Franklin Templeton Institute Equity
Broadening Delivered. Now Prepare for Volatility.
August 19, 2026
Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Franklin Templeton Institute Fixed Income
Time for Core (Plus) Bond Portfolios Again?
August 13, 2026
Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duration bias toward core bond portfolios.
Western Asset Key Convictions Fixed Income
Key Convictions: Third Quarter 2026
August 13, 2026
In this third quarter update, Western Asset believes global fixed-income markets continue to navigate a complex backdrop as resilient growth, elevated inflation, hawkish central-bank pricing and the AI infrastructure buildout intersect.
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