Our Institute

Venezuela is a high-optionality oil-and-gas story, but the pathway from reserves to reliable exports runs through governance, contracts and sustained capital investment.

Early Saturday morning, United States (US) military forces captured Venezuelan president Nicolas Maduro and his wife. The situation is uncertain and will likely remain fluid. Nevertheless, some initial implications for markets and investors are worth highlighting.

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.

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.

The US action in Venezuela opens up a complicated chapter ahead involving potential debt restructuring, energy and mining development, and geopolitical negotiation.

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.

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.

The "Alternative Allocations" podcast is celebrating its two-year anniversary. Join us as we look back at our journey and reveal the top 10 episodes from our first two seasons.

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.

Franklin Templeton Institute investigates the AI investment boom to see if it is following the pattern of other investment waves or if it has distinctive features that can prevent it from going bust.

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.

Franklin Templeton Institute believes tax-free municipal bonds continue to be well positioned in the current market environment.

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.