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Mega IPOs could mark the next phase of the AI investment cycle, bringing mature private companies to public markets and reshaping market leadership.

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.

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

In this episode of Talking Markets with Franklin Templeton, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, and Putnam Investments portfolio managers Andy O'Brien and Bobby Gray to explore artificial intelligence through the lens of professional investors.

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.

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.

Episode 39: In the latest episode of the Alternative Allocations podcast, Tony Davidow sat down with Benefit Street Partners’ Anant Kumar to discuss the commentary and speculation around private credit and try to separate the noise and reality.

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.

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.

A strategic framework for international and emerging markets allocation within the broader context of global investment

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.