Our mission is to provide our clients with research that meets their needs and concerns. We do this by listening, understanding, and then harnessing the resources of our firm to answer the challenge. We organize around areas of exploration to develop distinct insights and their practical applications.
This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We also provide our predictions on inflation, recession, asset class performance and more.
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
Stay current with our Institute by following Stephen Dover on LinkedIn where he will be posting his thoughts and comments as well as his Global Market Perspectives newsletter.
October 8, 2026
Stephen Dover and Larry Hatheway examine what the recent rise in Treasury yields means for equities—and how inflation fits into the equation.
October 8, 2026
With the economy still resilient, a gradual Federal Reserve hiking cycle could help broaden market leadership beyond the Magnificent Seven.
October 5, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
September 16, 2026
The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framework for capital allocation. Franklin Templeton Institute explodes new opportunities for investors—and where shifts in thinking may be needed.
September 16, 2026
Franklin Templeton Institute’s Stephen Dover and Taylor Topousis examine the market implications of the Fed’s first interest-rate hike since 2023.
September 16, 2026
This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We also provide our predictions on inflation, recession, asset class performance and more.
September 8, 2026
To kick off our fourth season of the Alternative Allocations podcast series, Tony Davidow sat down with John Bowman, CEO of CAIA Association, to explore massive changes underway across the industry.
September 2, 2026
India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”
September 2, 2026
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.
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.