Franklin Equity Insights

Innovation is broadening beyond technology—transforming every sector of the economy, from transportation and health care to energy and retail. Learn more from Franklin Equity Group’s Matt Moberg.

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

From harvesting pollen for industrial use to commercially available drone delivery to osmotic power plants—Franklin Equity Group’s Matt Moberg highlights some of the most exciting innovations in the latest “Innovation Insights Quarterly.”

The capital spending of major tech companies, dubbed “Colossal Tech,” is unprecedented and growing, potentially altering the course of nations and becoming a crucial factor in forecasting the US economy. Learn more from Franklin Equity Group’s Matt Moberg.

Collapsing the boundaries between organic and artificial, illusion and reality, and human and machine is being discussed in the latest Innovation Insights Quarterly from Franklin Equity Group.

Multiple and concurrent technological advances across disciplines are spurring a golden age of innovation. Franklin Equity Group outlines the technological breakthroughs in its latest Innovation Insights.

Franklin Equity Group believes production in the Fourth Industrial Revolution doesn't have to be commoditized. In this paper, they outline three frameworks for how to invest.

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.

Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.