Our Institute

Franklin Templeton Institute’s Stephen Dover explores the ripple effects of the closure of the Strait of Hormuz.

Adam Smith enlightened the world on how nations create wealth, and Franklin Templeton Institute honors the 250th anniversary of Smith’s great work.

Thoughts on the investment implications of “Operation Epic Fury” from Franklin Templeton Institute. Will this be a long-term campaign?

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.

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.

Beneath the daily headlines, powerful long-term forces are changing societies, driving technology and compelling geoeconomic logic to shape our future world. Learn about Deep Water Waves in this update to our multi-year series.

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.

In the latest Alternative Allocations, Tony Davidow outlines the short-and long-term implications on private markets from the current Middle East conflict.

In the latest Alternative Allocations, Kim Flynn, president of XA Investments, discusses the growth and evolution of evergreen funds as well as their opportunities and challenges.

Ongoing AI innovations are posing a serious risk to the Software-as-a-Service business model, but the effects are likely to be uneven across software companies. Read how investors can develop an informed approach for public and private markets.

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

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.

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.