Insights Library

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

Equity market leadership is shifting. In the latest episode of Talking Markets, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, to unpack...

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We a...

The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framework f...

Franklin Templeton Institute’s Stephen Dover and Taylor Topousis examine the market implications of the Fed’s first interest-rate hike since 2023.

Western Asset: The Fed raised interest rates for the first time since July 2023, signaling a stronger commitment to fighting inflation and projecting higher rates through 2027.

AI-driven healthcare innovation is creating strong investment opportunities by improving efficiency, expanding access, and delivering better patient outcomes.

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