FT Institute

Franklin Templeton Institute’s Stephen Dover and Larry Hatheway offer insights and market implications from the Fed’s meeting in Jackson Hole, Wyoming.

Tariff announcements caused historic volatility in April, but markets have staged an historic recovery since then. Stephen Dover, Head of Franklin Templeton Institute, shares key points from his discussion of tariff impacts with equity and fixed income experts.

The “Big Beautiful Bill” is set to be signed into law, and the markets are considering it “investment grade.” Learn about the implications of this legislation from Stephen Dover, Head of Franklin Templeton Institute.

How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk, resilience, and opportunity in a rapidly fragmenting global economy. In this research paper, Franklin Templeton Institute discusses the impact on five global supply chains.

While developments in the Middle East are serious, fears of the potential for inflation like the 1970s may be misplaced, according to Kim Catechis of Franklin Templeton Institute. He analyzes what actually happened 50 years ago and how the world is different today.

European economies, long seen as sluggish, are experiencing a renaissance. Germany is leading the charge with a historic investment in defense and infrastructure, while the EU provides crucial support. This article from Franklin Templeton Institute delves into the factors driving this economic surge and the challenges that lie ahead.

Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market, according to Franklin Templeton Institute’s Christy Tan and Lukasz Labedzki.

In a world where the traditional narrative of US exceptionalism is being challenged, a new investment landscape is developing. Franklin Templeton Institute’s Christy Tan explores the compelling case for a shift in focus to emerging markets. Learn how these dynamic economies are creating unprecedented opportunities and why a balanced approach is more crucial than ever.

Recent market volatility means it’s time for thoughtful diversification across fixed income sectors. Franklin Templeton Institute explores the investment implications and opportunities in this report.

Discover how alternative investments are transforming modern portfolios in our latest Alternative Allocations podcast episode featuring Bill Duffy from Fidelity Investments. Join Tony Davidow as they discuss the growing role of alternatives in wealth management and the key challenges advisors face when incorporating them into client portfolios.

In the latest Alternative Allocations, with guest Brian Ullsperger from Andersen, Tony Davidow examines the traditional 60/40 portfolio and how it can be expanded to include alternatives to meet clients’ needs.

Due diligence meetings are a great way for our private market experts to share valuable insights and for us to gain valuable feedback that will shape future educational materials, according to Franklin Templeton Institute’s Tony Davidow. Find out more about what happened at the Advisor Alternatives Forum in this article.

Franklin Templeton Institute's Michael Browne believes external pressures may force Europe to reassess its resources and its resolve. Investors should be alert to the prospect of a new renaissance—and poised to profit if it comes to pass.

With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.

With fixed income markets faring well in early 2025, Rick Polsinello and Lukasz Labedzki of Franklin Templeton Institute share their positive outlook for municipal bonds, which offer attractive credit quality and issuance trends, as well as the potential to help diversify equity allocations.