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Access the latest insights and outlooks from Franklin Templeton’s talented team of investment professionals.
 

MAY 15, 2026

Under the Macroscope: Trump-Xi summit—A tactical relief rally, not a strategic reset

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

MAY 14, 2026

Small caps deserve a closer look

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI adoption. They also discuss the value of including this “forgotten asset class” in investor portfolios now.

MAY 14, 2026

Rethinking US equity exposure through sectors

Stock market sectors are diverging dramatically. Dina Ting explores what has changed in the past three years—and the past 20—alongside implications for investors.