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Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

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.

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

Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.

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.

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.

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

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 three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selective opportunities despite ongoing technology gaps and fragmented execution.

For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next decade.

Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duration bias toward core bond portfolios.

While institutions have embraced private markets for decades, individuals have historically had limited access to these potentially valuable and versatile tools. Tony Davidow from Franklin Tempelton Institute demonstrates that private markets can be potentially valuable sources of growth and income during the accumulation and distribution phases of retirement.

Franklin Templeton Institute’s Tony Davidow and Kim Catechis explore the impacts of the US-Iran war and elevated geopolitical tensions in the region on private markets.

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.

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.

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

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.

Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.

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

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.