Franklin Equity Insights

How AI can improve quality, access and cost all at once. In this paper, Steve Burlingame revisits the "Iron Triangle", a decades-old framework for health care systems that focuses on the constraints between quality, access and cost.

Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.

Convertible securities offer a blend of equity upside and bond-like stability, with growing issuance and diversification benefits that can help reduce overall portfolio risk.

Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.

As models commoditize, trusted execution becomes the competitive advantage.

The IPO market has been waiting for a reset. Thoughts on the latest shifts in the tech sector from Franklin Equity’s Jonathan Curtis and Matt Cioppa.

Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.

Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.

Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.

Analyzing the recent volatility in the software sector, Franklin Templeton Institute and Franklin Equity offer a quick take on the speed of AI disruption and its market implications.

Franklin Equity believes biotechnology supports a highly selective, active approach, focused on identifying companies best positioned to translate innovation into durable value.

Portfolio Manager Steve Land answers five key questions on the disconnect between bullion and miners—and what it means for investors now.

Franklin Equity Group suggests markets seem to be transitioning from a narrow, liquidity-driven regime to one shaped by fundamentals, innovation, and active management.

Franklin Equity Group’s Grant Bowers suggests the US economy may be approaching a Goldilocks equilibrium in 2026, supported by stable growth, anchored inflation and policy tailwinds.

Franklin Equity Group’s Matt Cioppa suggests we’re in the midst of a multi-year AI super-cycle, and this will keep us optimistic on the technology sector in 2026.

Innovation is broadening beyond technology—transforming every sector of the economy, from transportation and health care to energy and retail. Learn more from Franklin Equity Group’s Matt Moberg.

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tech sector to become engines of value creation across every industry.

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

China’s biotech push is reshaping global pharma and challenging US scientific leadership. After a research trip to Shanghai, Franklin Equity Group’s Evan McCulloch highlights the implications for US and European biotech firms.

Physical artificial intelligence (AI), the convergence of robotics and AI, is here. With autonomous vehicles and industrial automation moving into mainstream adoption, Matt Cioppa from Franklin Equity Group explains why this could represent a generational opportunity for long-term investors.

From harvesting pollen for industrial use to commercially available drone delivery to osmotic power plants—Franklin Equity Group’s Matt Moberg highlights some of the most exciting innovations in the latest “Innovation Insights Quarterly.”

The US economy’s resilience and strong financial markets have sustained leadership through varied political and economic shifts, positioning American companies as key drivers of global growth. Franklin Equity Group’s Grant Bowers makes the case that US equity exposure is essential for a well-diversified portfolio.

The capital spending of major tech companies, dubbed “Colossal Tech,” is unprecedented and growing, potentially altering the course of nations and becoming a crucial factor in forecasting the US economy. Learn more from Franklin Equity Group’s Matt Moberg.

The AI productivity revolution is already underway, according to Franklin Equity Group's Jonathan Curtis. In this article, he looks beyond the obvious tech players, where he believes investors can uncover hidden gems in various sectors that are poised to reap the benefits of AI adoption.

US Congress passing the GENIUS Act paves the way for stablecoins to move from niche to mainstream. As a foundational building block in the digital asset infrastructure, Franklin Equity Group’s Anthony Hardy highlights potential benefits to the companies who adopt them.

Morningstar's 2024 reclassification of US large-cap growth stocks has reshaped the investment landscape, moving many growth stocks to blend and blend stocks to value. Franklin Equity Group delves into how this shift challenges traditional portfolio construction and influences how investors manage risk and diversification.

Collapsing the boundaries between organic and artificial, illusion and reality, and human and machine is being discussed in the latest Innovation Insights Quarterly from Franklin Equity Group.

Franklin Equity Group believes China’s rare earths processing dominance will likely continue to grant it significant leverage, despite a temporary ease in restrictions. In this paper, the team discusses how this may impact the global economy, and investors.

The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.

It’s been a volatile period, but for investors willing to look further to the horizon, there are still reasons for optimism, according to Franklin Equity Group CIO Jonathan Curtis. He shares where he is finding opportunities today.

Multiple and concurrent technological advances across disciplines are spurring a golden age of innovation. Franklin Equity Group outlines the technological breakthroughs in its latest Innovation Insights.

In a world where economic uncertainty looms large, the gold market is experiencing a resurgence amid new demand drivers and investment opportunities. Franklin Equity Group’s Steve Land delves into the factors behind gold's renewed appeal.

Franklin Equity Group believes production in the Fourth Industrial Revolution doesn't have to be commoditized. In this paper, they outline three frameworks for how to invest.

Could deregulation in banking benefit US equity income investors? Franklin Equity Group suggests large banks look better positioned than their smaller peers in the changing US regulatory environment.

Today’s advanced technologies are extremely energy intensive. Franklin Equity Group delves into the implications, challenges and opportunities of a potential nuclear renaissance in the United States.

International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.

Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.

This quarter’s spotlight reveals how innovation’s biggest opportunities often emerge beyond its original field, with breakthroughs in one area increasingly driving transformation across industries.

Matt Moberg answers five questions about AI’s next phase.

This four-part series explores the accelerating convergence of decentralized and traditional finance and what it means for the future of investing, coauthored by Franklin Templeton and Animoca Brands.

Rethinking the S-Curve in the Age of Compounding Innovation.

The latest Innovation Insights from Franklin Equity covers plant-inspired technology, gene therapies that point the way to longer lives, AI-powered World Cup analytics and more.

The most exciting innovations aren't always the ones that break new ground—sometimes they're the ones that finally make breakthrough ideas work. This quarter’s spotlight reveals how researchers are removing practical barriers to turn promising laboratory technologies into deployable solutions, from agricultural robotics to dissolving medical devices, transforming theoretical possibilities into tools that can reshape industries today.

The most durable innovations don't just solve immediate problems—they unlock future breakthroughs. This quarter’s innovations in materials, biology and compute capacity demonstrate how pushing against present-day limits can expand what becomes possible over time.

Innovation is broadening beyond technology—transforming every sector of the economy, from transportation and health care to energy and retail. Learn more from Franklin Equity Group’s Matt Moberg.

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

From harvesting pollen for industrial use to commercially available drone delivery to osmotic power plants—Franklin Equity Group’s Matt Moberg highlights some of the most exciting innovations in the latest “Innovation Insights Quarterly.”

The capital spending of major tech companies, dubbed “Colossal Tech,” is unprecedented and growing, potentially altering the course of nations and becoming a crucial factor in forecasting the US economy. Learn more from Franklin Equity Group’s Matt Moberg.

Collapsing the boundaries between organic and artificial, illusion and reality, and human and machine is being discussed in the latest Innovation Insights Quarterly from Franklin Equity Group.

Multiple and concurrent technological advances across disciplines are spurring a golden age of innovation. Franklin Equity Group outlines the technological breakthroughs in its latest Innovation Insights.

Franklin Equity Group believes production in the Fourth Industrial Revolution doesn't have to be commoditized. In this paper, they outline three frameworks for how to invest.

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.