Quick Thoughts: Bluer Than Blue—Investment Implications
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.
Where Investors Aren’t Looking
While the market piles into one theme, two Putnam portfolio managers are finding opportunities elsewhere.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Midterm Market Effect
Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.
Hot inflation. Cold chips. Stay diversified.
by Taylor Topousis, CFA, Market Strategist, Franklin Templeton Institute & Chris Galipeau, Head Market Strategist, Franklin Templeton Institute…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Energy Hedges the AI Trade
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.
Global Equity Pulse: Industrials for Diversification: A Recovery Story
In this month’s Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
Making Sense of Bewildering Bonds
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.
The great inversion: Investment opportunities amid a new paradigm
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.
Chris Galipeau: Operation Twist
by Chris Galipeau, Head Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) forecast for…
Broadening Delivered. Now Prepare for Volatility.
Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Micro Over Macro
by Chris Galipeau, Head Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) forecast for…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
July FOMC Recap—More Bark Than Bite?
The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.
Agentic AI—The Killer Use Case for Blockchain and Crypto
To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Assets and Innovation explains.