Insights Library

Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising ...

Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunitie...

Dina Ting explores the question: Have investors missed Taiwan's AI boom?

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Equity market leadership is shifting. In the latest episode of Talking Markets, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, to unpack...

Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.

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 a...

Franklin Templeton Institute’s Stephen Dover and Taylor Topousis examine the market implications of the Fed’s first interest-rate hike since 2023.