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

A look at the resilient global economy, evolving market opportunities, and key risks shaping the investment outlook.

SpaceX’s record-setting IPO marks an important moment for both private and public markets. Learn more from the Franklin Templeton Institute.

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI adoption. They also discuss the value of including this “forgotten asset class” in investor portfolios now.

History shows staying invested can pay off.

As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.

Franklin Templeton Institute’s Kim Catechis applies the concept of “Schrödinger’s cat” to that of the current situation in the Strait of Hormuz.

Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.

Geopolitical tensions have escalated following President Trump’s renewed intent to acquire Greenland. Franklin Templeton Institute’s Kim Catechis explores the implications.

South Korea remains one of Asia’s most compelling equity stories, but it is no longer a simple “buy the index” market, according to Franklin Templeton Institute’s Christy Tan.

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.

A convergence of product innovation, greater access to institutional managers, and evolving regulation is making private markets a more viable and valuable diversification tool for DC plan investors.

SpaceX offers a valuable case study of trends in private and public equity markets and how firms can make strategic choices to become attractive growth investments.

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

Highlights on the credit environment and the shifts taking place from a conversation with our investment professionals from Franklin Templeton Fixed Income, Western Asset, Putnam, Brandywine and Benefit Street Partners.

With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.