Franklin Templeton Global Investment Outlook 2025

Tariff uncertainty and mixed economic data is giving central banks across the globe quite a challenge. Get an overview of central bank actions and the likely trajectory in the months ahead from Franklin Templeton Fixed Income.

Franklin Templeton Fixed Income economists weigh in on the future of monetary policy across the globe. US Federal Reserve Chair Jerome Powell hints at a potential rate cut in September. Meanwhile, the outlook for the eurozone is looking cautiously optimistic as business confidence rises. While wage growth progression and sticky food inflation are key factors likely to influence the BoJ's future rate decisions. Find out more in the latest “Macro Views.”

Franklin Templeton Fixed Income economists explore tariffs’ potential impact on growth and inflation in the United States and euro area. Meanwhile, all eyes are on the implementation of the German fiscal announcement. The recent Bank of Japan meeting was dovish, and markets were quick to pare back expectations on the pace of interest rate hikes as growth headwinds overshadowed inflation and wage concerns.

Germany’s recent decision to overhaul government borrowing constraints sparked optimism that new public spending will benefit companies across Europe. Craig Cameron of Templeton Global Equity Group outlines the opportunities.

India's structural growth outlook remains strong, with signs pointing to improved 2025 growth, according to Franklin Templeton Emerging Markets Equity. The team explores investment opportunities in this dynamic economy.

Climate-related stocks, hit by damaging economic and political headwinds in 2024, may be poised to recover as interest rates decline and policy clouds clear up. Read the 2025 outlook from Templeton Global Equity Group.

While the US economy proved more resilient and exceeded economists’ expectations, there are potential downside risks to future growth, according to Franklin Income Investors CIO Ed Perks.

The Franklin Templeton Investment Solutions team’s capital market expectations is designed to provide annualized return expectations over a longer-term horizon, typically viewed as 10 years.

Our Franklin Templeton Investment Solutions team recently brought together experts from across Franklin Templeton’s various investment groups for their sixth annual Investment Symposium event.

The landscape for alternative investments continues to evolve, presenting new opportunities and challenges. Understanding these nuances is crucial. Learn why now is a better environment for allocating capital than recent years.

Following consecutive years of robust returns across global equity, fixed income and alternatives, can 2025 offer a repeat performance? Franklin Templeton Institute presents its 2025 outlook.

Clarion Partners believes the US economy remains well positioned heading into 2025, despite elevated interest rates and heightened geopolitical threats.