Conviction: The fifth element in core equity investing

Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.

In this month’s issue, the outlook for global banks is starting to improve following a few difficult years. Templeton Global Investments offers its analysis of this and other market trends.

Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.