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FEBRUARY 10, 2026

Quick Thoughts: Crypto—what’s driving the recent fallout?

What investors need to know about the recent volatility in crypto currencies: thoughts from Franklin Templeton Institute.

FEBRUARY 6, 2026

Allocation Views: Confidence, not complacency

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests risk assets should remain supported, despite stretched sentiment and positioning.

FEBRUARY 5, 2026

AOR Update: US equities—new year, same rotation

ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.

FEBRUARY 4, 2026

Emerging Markets Insights: China's evolving consumer landscape

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.

JANUARY 30, 2026

Quick Thoughts: Next Fed chair—Kevin Warsh

Kevin Warsh is US President Trump’s pick to head the Federal Reserve, and Franklin Templeton Institute explains what to expect from his leadership.

JANUARY 29, 2026

Quarterly Economic Outlook: First quarter 2026

Looking ahead to the first quarter of 2026, Templeton Global Macro CIO Michael Hasenstab believes there are several sources of potential economic policy concern in major economies. Find out more.