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Insights Library

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Franklin Templeton Institute Quick Thoughts Equity Fixed Income Private Markets

Quick Thoughts: The AI Selloff and Portfolio Implications

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.

Franklin Templeton Fixed Income Global Macro Insights Fixed Income

Global Macro Insights: October 2026

November 5, 2026

Oil prices rose sharply in October on Middle East escalation, while the US dollar strengthened modestly and developed market bond yields mostly fell. Inflation remains high, central banks signaled further tightening, and global growth stayed resilient.

Templeton Global Investments Equity

Europe's Resilience Re-Rate

November 4, 2026

Europe is proving more resilient than markets assume, with earnings holding up through energy shocks, valuations remaining discounted and rising M&A activity highlighting the appeal of European assets.

Franklin Templeton Academy Wealth Planning

Five Things Families Should Know About the FAFSA

November 4, 2026

Understanding the FAFSA process can help families navigate college financial aid. Bill Cass, director of US Wealth Planning, explores five important considerations, from income and assets to application timing and aid offers.

Franklin Templeton Institute Quick Thoughts US Midterm Elections Equity Fixed Income

Quick Thoughts: Bluer Than Blue—Investment Implications

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.

Franklin Templeton Institute US Midterm Elections Anatomy of a Recession Equity

AOR Update: The Big Picture Beats Politics

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.

Templeton Global Investments Emerging Markets Insights Equity

Emerging Markets Insights: Big Tech AI Spending

November 3, 2026

In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.

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