Franklin Core Enhanced Equity – conviction is the fifth element

While AI infrastructure demand remains a key earnings driver, selective stock picking is essential as elevated valuations and profitability concerns prompt a broader leadership rotation in global equities.

Rafay Farooqui, CEO and Founder of SUBSCRIBE, joins Tony Davidow to discuss the future of fintech within private markets.

The stronger-than-expected October employment report strengthened the case for another Federal Reserve interest-rate hike in December, according to Franklin Templeton Fixed Income.

Franklin Templeton Institute’s Stephen Dover and Larry Hatheway opine on the US stock market’s recent volatility in the wake of the US midterm elections and the path forward for investors.

Oil prices rose sharply in October on Middle East escalation, while the US dollar strengthened modestly and developed market bond yields mostly fell. Inflation remains high, central banks signaled further tightening, and global growth stayed resilient.

Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.