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APRIL 2, 2026

From the US Market Desk: Tape resilient. Stay with the plan.

Get ready each week with high-conviction insights that go beyond media headlines.

MARCH 30, 2026

Quick Thoughts: China leaps forward

With a new Five-Year Plan, China embarks on a post-globalization effort to develop greater self-reliance and diversify its sources of key energy imports, creating implications for investors.

Insights Focus

Follow our Head of Franklin Templeton Institute and Chief Market Strategist

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.

Global Market Perspectives

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Market Outlook

Inflation,
Interest Rates,
Growth

Innovation

Quest for Returns

Planning Income

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APRIL 2, 2026

From the US Market Desk: Tape resilient. Stay with the plan.

Get ready each week with high-conviction insights that go beyond media headlines.

MARCH 30, 2026

Quick Thoughts: China leaps forward

With a new Five-Year Plan, China embarks on a post-globalization effort to develop greater self-reliance and diversify its sources of key energy imports, creating implications for investors.

MARCH 13, 2026

Quick Thoughts: Dire straits—Hormuz risk isn’t just an oil story

Franklin Templeton Institute’s Stephen Dover explores the ripple effects of the closure of the Strait of Hormuz.

Curated Insights