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The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.

The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.

With a new Five-Year Plan, China embarks on a post-globalization effort to develop greater self-reliance and diversify its sources of key energy imports, creating implications for investors.

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

As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.

With multiple stock indexes near record levels, the potential for broadening momentum suggests it may be time to think about diversifying into asset classes that have started to rally more recently.

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.

The US action in Venezuela opens up a complicated chapter ahead involving potential debt restructuring, energy and mining development, and geopolitical negotiation.

South Korea’s proposed shareholder-oriented reforms appear to be headed in the right direction, write Christy Tan and Marcus Weyerer, but there are risks to the policy agenda that investors should keep in mind.

After a cordial and apparently agreeable meeting, the Trump-Xi summit in Busan, South Korea, concluded without a formal announcement. However, Franklin Templeton Institute believes some emerging details suggest tangible progress.

Franklin Templeton Institute explores “bull steepening” in the Treasury yield curve—and the investment implications.

Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern portfolio and what that means for today's market participants.

Franklin Templeton Institute examines the evolution of private credit, its risk/return characteristics, and why commercial real estate debt represents a viable alternative to traditional fixed income options.

Franklin Templeton Institute believes infrastructure represents a compelling investment option due to its unique characteristics, the prevailing market environment, and the versatile role these types of assets can play in client portfolios.

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.