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US political gridlock need not be bad for markets, however. Is it gridlock—or opportunity unlocked?

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.

Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.

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.

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.

Stephen Dover and Larry Hatheway examine what the recent rise in Treasury yields means for equities—and how inflation fits into the equation.

Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.

With recession risks still low, higher real yields and a patient Federal Reserve are creating opportunities in global equities and emerging market bond, according to Jeff Schulze, Head Investment Strategist at Franklin Templeton Institute.

ClearBridge Investments: With the economy still resilient, a gradual Federal Reserve hiking cycle could help broaden market leadership beyond the Magnificent Seven.

Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.

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 how it happened—and what comes next.

Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, 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.

The US Treasury market is entering a new era. Financing government debt is becoming less about capital availability and more about the yield required to attract it.

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 for capital allocation. Franklin Templeton Institute explodes new opportunities for investors—and where shifts in thinking may be needed.

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selective opportunities despite ongoing technology gaps and fragmented execution.

In this episode of the Alternative Allocations, Tony Davidow discusses the outlook for venture capital and growth equity with Matt Hodan, Partner with Lexington Partners.

To kick off our fourth season of the Alternative Allocations podcast series, Tony Davidow sat down with John Bowman, CEO of CAIA Association, to explore massive changes underway across the industry.

Franklin Templeton Institute’s Tony Davidow and Kim Catechis explore the impacts of the US-Iran war and elevated geopolitical tensions in the region on private markets.

John Healey's first Budget has bought the UK some breathing space, but for how long?

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

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.

History suggests that the Fed’s first hike is not the problem; overly aggressive tightening is. Markets have generally absorbed rate-hiking cycles well, with volatility creating opportunities for long-term investors.

Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.

A strategic framework for international and emerging markets allocation within the broader context of global investment