Our Institute

Looking ahead to 2026, Franklin Templeton Institute sees broadening opportunities across global capital markets, with emerging debt and equity markets, European equities, and US smaller-cap stocks poised to lead the way.

Franklin Templeton Institute’s Stephen Dover and Larry Hatheway offer insights and market implications from the Fed’s meeting in Jackson Hole, Wyoming.

Tariff announcements caused historic volatility in April, but markets have staged an historic recovery since then. Stephen Dover, Head of Franklin Templeton Institute, shares key points from his discussion of tariff impacts with equity and fixed income experts.

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

With Fed rate cuts seen as a strong possibility heading into year-end, Franklin Templeton Institute explores the performance of global equities and fixed income during the resumption of Fed easing—and what investors need to know.

With Fed rate cuts seen as a strong possibility heading into year-end, Franklin Templeton Institute explores how stock and bond markets have performed during the resumption of Fed easing—and what investors need to know.

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.

How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk, resilience, and opportunity in a rapidly fragmenting global economy. In this research paper, Franklin Templeton Institute discusses the impact on five global supply chains.

While developments in the Middle East are serious, fears of the potential for inflation like the 1970s may be misplaced, according to Kim Catechis of Franklin Templeton Institute. He analyzes what actually happened 50 years ago and how the world is different today.

After a cordial and apparently agreeable meeting, the Trump-Xi summit in Busan, South Korea, concluded without a formal announcement. However, Franklin Templeton Institute believes some emerging details suggest tangible progress.

Franklin Templeton Institute explores “bull steepening” in the Treasury yield curve—and the investment implications.

Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market, according to Franklin Templeton Institute’s Christy Tan and Lukasz Labedzki.

From the impact of rising rates and inflation on valuations to emerging opportunities in AI, fintech and energy, this insightful conversation between Franklin Templeton's Tony Davidow and private and growth equity expert Bobby Stevenson sheds light on the current market environment and what lies ahead.

Franklin Templeton Institute’s Tony Davidow outlines why he believes private markets are uniquely suited for today’s market environment and can add value to traditional portfolios.

The inclusion of private markets in defined contribution plans is gaining momentum, according to Franklin Templeton Institute’s Tony Davidow. In his most recent Alternative Allocations podcast, he discusses this growing trend with Patrick Arey from Empower.

As AI transforms industries, its massive energy appetite is straining existing infrastructure. Innovative solutions are needed to meet growing demands, driving investments in new energy sources and intelligent grid systems.

Many investors have overlooked UK stocks, but they have recently been delivering strong performance. This article delves into the UK equity market’s strengths and other factors that may help it catch up to more popular equity markets such as the United States.

As emerging markets navigate deglobalization, tariffs and regional conflicts, they are pivoting toward domestic drivers of growth and intra-regional trade. This shift raises an important question: Can emerging markets successfully adapt to this new economic landscape by leveraging domestic demand, "South-South" trade and technological innovation to reinvent themselves as attractive destinations for growth and investment?

Highlights on the credit environment and the shifts taking place from a conversation with our investment professionals from Franklin Templeton Fixed Income, Western Asset, Putnam, Brandywine and Benefit Street Partners.

With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.

With fixed income markets faring well in early 2025, Rick Polsinello and Lukasz Labedzki of Franklin Templeton Institute share their positive outlook for municipal bonds, which offer attractive credit quality and issuance trends, as well as the potential to help diversify equity allocations.