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Whether you are joined us live or are discovering the highlights for the first time, our 2026 Global Investment Outlook delivered fresh perspectives and actionable insights from some of our firm's leading investment experts. The discussion highlighted opportunities across equities, fixed income, and private markets, while addressing risks such as tariffs and geopolitical tensions. 

You can access the event replay and presentations below.  We also invite you to explore additional insights from our popular Anatomy of a Recession Program and our specialist investment teams.
 

Presentations

2025 - the Year that the Bear cried Wolf

Michael Browne
Global Investment Strategist
Franklin Templeton Investment Institute

Capital Markets Expectations 2026 and Beyond

Michael Greenberg, CFA, CAIA
Senior Vice President
Head of Americas Portfolio Management
Franklin Templeton Investment Solutions

The Anatomy of a Recession Program

Jeff Schulze, CFA
Managing Director, Head of Economic and Market Strategy
ClearBridge Investments

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Franklin Templeton

Franklin Templeton is a global investment organization with a mission to deliver better client outcomes through investment expertise, wealth management, and technology solutions. Its network of independent investment teams offers specialized expertise across the investment landscape, backed by Franklin Templeton’s global resources and infrastructure. With over a 75-year history, today the company serves clients in over 150 countries, managing over USD$1.7 trillion in assets as of September 30, 2025.