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Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.

A look at the resilient global economy, evolving market opportunities, and key risks shaping the investment outlook.

SpaceX’s record-setting IPO marks an important moment for both private and public markets. Learn more from the Franklin Templeton Institute.

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

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI adoption. They also discuss the value of including this “forgotten asset class” in investor portfolios now.

History shows staying invested can pay off.

Franklin Templeton Institute’s Kim Catechis applies the concept of “Schrödinger’s cat” to that of the current situation in the Strait of Hormuz.

Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.

Geopolitical tensions have escalated following President Trump’s renewed intent to acquire Greenland. Franklin Templeton Institute’s Kim Catechis explores the implications.

South Korea remains one of Asia’s most compelling equity stories, but it is no longer a simple “buy the index” market, according to Franklin Templeton Institute’s Christy Tan.

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.

SpaceX offers a valuable case study of trends in private and public equity markets and how firms can make strategic choices to become attractive growth investments.

A convergence of product innovation, greater access to institutional managers, and evolving regulation is making private markets a more viable and valuable diversification tool for DC plan investors.

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

Start your week with insight on global market news and perspective on what’s ahead.

Franklin Templeton Institute investigates the AI investment boom to see if it is following the pattern of other investment waves or if it has distinctive features that can prevent it from going bust.

Start your week with insight on global market news and perspective on what’s ahead.

On this month’s Talking Markets podcast, we sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.

Franklin Templeton Institute believes tax-free municipal bonds continue to be well positioned in the current market environment.

Highlights on the credit environment and the shifts taking place from a conversation with our investment professionals from Franklin Templeton Fixed Income, Western Asset, Putnam, Brandywine and Benefit Street Partners.