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.
US political gridlock need not be bad for markets, however. Is it gridlock—or opportunity unlocked?
Voters have cast their ballots in the US midterm elections, and the House and Senate have turned blue. Franklin Templeton Institute’s Stephen Dover and Chris Galipeau were joined by Charles Myers, Chairman and Founder of Signum Global Advisors, for a discussion on what the new balance of power could mean for policy, regulation and investor sentiment.
The Institute's Michael Browne and Jeff Schulze did a live Macro moments special webinar that combined global investment perspectives with detailed analysis of the US economic cycle.
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.
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.
November 9, 2026
Rafay Farooqui, CEO and Founder of SUBSCRIBE, joins Tony Davidow to discuss the future of fintech within private markets.
November 9, 2026
US political gridlock need not be bad for markets, however. Is it gridlock—or opportunity unlocked?
November 9, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
November 6, 2026
Franklin Templeton Institute’s Stephen Dover and Larry Hatheway opine on the US stock market’s recent volatility in the wake of the US midterm elections and the path forward for investors.
November 4, 2026
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
November 3, 2026
Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.
October 26, 2026
Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.
October 19, 2026
History suggests that the Fed’s first hike is not the problem; overly aggressive tightening is. Markets have generally absorbed rate-hiking cycles well, with volatility creating opportunities for long-term investors.
October 19, 2026
The US Treasury market is entering a new era. Financing government debt is becoming less about capital availability and more about the yield required to attract it.
October 12, 2026
In this episode of the Alternative Allocations, Tony Davidow discusses the outlook for venture capital and growth equity with Matt Hodan, Partner with Lexington Partners.
