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Timely Investment Positioning from FTIS

David Bel, Senior Client Portfolio Manager, outlines Franklin Templeton Investment Solutions’ latest market views.

 

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Timely Investment Positioning
 

Access the latest Timely Investment Positioning (TIP) sheet for more details on FTIS' outlook across asset classes.

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Additional Perspectives from Franklin Templeton Investment Solutions

Capital Market Expectation 2026: Can AI realize rich valuations?

The Franklin Templeton Investment Solutions team’s capital market expectations is designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.

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Access Our Latest Thinking on Market Topics

Wealth Planning Franklin Templeton Academy

Supercharge Your Roth Savings With After-Tax Contributions

September 30, 2026

Some employer retirement plans allow after-tax contributions that can be converted to Roth assets. Learn how a mega backdoor Roth strategy works and key considerations for retirement planning.

From The US Market Desk Franklin Templeton Institute Fixed Income Equity

From the US Market Desk: House Call

September 28, 2026

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

ClearBridge Investments Equity

Energy Hedges the AI Trade

September 23, 2026

ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.

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Explore Models

Match your client’s desired investment outcome with a model portfolio built by a dedicated team of portfolio construction experts. Our models include a curated collection of mutual funds and ETFs from Franklin Templeton’s investment managers as well as third-party managers.

Learn About Franklin Templeton Investment Solutions

Learn about FTIS’ collaborative research process powered by Franklin Templeton’s best thinking around the globe.

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Investment perspectives reflect the analysis and opinions of the authors as of the dates on the respective content and may change without notice. It may differ from the opinions of other portfolio managers, investment teams or platforms at Franklin Templeton Investments. It is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy.

Franklin Distributors, LLC. Member FINRA/SIPC.

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