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Featured Insights

AUGUST 22, 2025

Quick Thoughts: Fed dovish? Maybe, maybe not

Franklin Templeton Institute’s Stephen Dover and Larry Hatheway offer insights and market implications from the Fed’s meeting in Jackson Hole, Wyoming.

SEPTEMBER 3, 2025

AOR Update: Labor market bending, not broken

ClearBridge Investments: We believe the underlying health of the labor market remains solid, despite the recent shocks. As the impacts from these shocks fade, the resilience of the US economy will once again shine through as we move into 2026 in the form of a pickup in job creation.

SEPTEMBER 2, 2025

American exceptionalism: Can innovation counter chaos?

The concept of "American exceptionalism," representing the country's extraordinary economic, institutional, technological and financial attributes that have recently been driving significant investment returns, is currently being questioned due to recent underperformance in US stock and bond markets. This article examines whether America’s fundamental strengths in innovation remain intact and if it can continue to underpin solid investment performance.

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NOVEMBER 12, 2025

Flash Insights: Rate cuts and returns—what past Fed cycles reveal

Given the shift in the Federal Reserve’s policy stance, Franklin Templeton Fixed Income believes now may be an attractive time to step back into the market and put money parked in cash to work.

NOVEMBER 11, 2025

The Future of Retirement: From standardized workplace and retirement offerings to client-centric lifestyle planning

Franklin Templeton’s Industry Advisory Services conducts annual surveys and interviews with industry leaders. In this paper, we explore the evolving landscape of workplace and retirement planning, hig...

NOVEMBER 10, 2025

Alternative Allocations: Private equity—opportunities in growth equity, Bobby Stevenson

From the impact of rising rates and inflation on valuations to emerging opportunities in AI, fintech and energy, this insightful conversation between Franklin Templeton's Tony Davidow and private and ...

NOVEMBER 10, 2025

Saudi market signals: reform momentum and global index implications

There has been renewed interest in Saudi Arabia, according to Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management. In this article, she examines how the Kingdom has drawn inc...

NOVEMBER 7, 2025

Global Macro Insights: October 2025

Markets experienced political uncertainty in October, including the US government shutdown, France’s budget impasse and Japan’s change in leadership, even as clarity emerged on some tariff-related que...

NOVEMBER 7, 2025

Allocation Views: Measured conviction

Global markets are navigating a complex landscape of economic growth, trade tensions and shifting monetary policies. Franklin Templeton Investment Solutions remain positive and are keeping a close eye...

NOVEMBER 6, 2025

Emerging Markets Insights: AI and beyond

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

NOVEMBER 6, 2025

2025 Canadian Budget Analysis: An Important Budget meets a Landmark Moment for Canadians

Market news moves quickly, which is why our leading Canadian equity voices have put together a new commentary sharing timely analysis of proposed 2025 Canadian Federal Budget.

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