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Public markets outlook 2026

Michael and his guests provide the macro context, asset allocation ideas to help navigate the markets and portfolio insights from the managers on the ground.

From emerging markets to UK small caps and gilts - get ready for actionable insights, candid conversations, and a truly international outlook. Watch the whole episode or take your pick from the extracts below.

The macro and the markets

The managers

Video

Private markets outlook 2026

In our fast-paced, private markets 2026 outlook episode of ‘Macro moments’, Michael Browne brings together Franklin Templeton’s private markets experts to examine what’s next in 2026 and beyond. He connects three perspectives – the macro, the markets, and the managers.

He’ll provide the macro context ahead of some portfolio construction idea to help navigate today’s markets. Then he’ll speak to the managers – what’s shaping portfolios across private equity secondaries (Lexington Partners), real estate (Clarion Partners), European private credit (Apera Asset Management) and US private credit (Benefit Street Partners).

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Articles by Michael Browne, Senior Investment Strategist

19 OCTOBER 2026

Macro moments weekly: A lack of crowd control

Government borrowing is pushing up financing costs, threatening investment in the very sector that could help revive economic growth. Could fiscal restraint do more for markets than another interest rate cut?

9 OCTOBER 2026

The French Bond Blow Out

France’s bond market turmoil highlights growing investor concerns over fiscal sustainability amid persistent deficits and political uncertainty.

7 AUGUST 2026

Active vs passive? Perhaps you’re asking the wrong question.

The active versus passive debate is only part of the story. Oliver Wallin explains why the most important investment decisions often happen at the portfolio level.