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Navigating the year ahead through multiple lenses

Our investment teams provide their outlooks for 2026, covering fixed income, equities, multi-asset, alternative investing and ETFs.

We believe investing in a broad range of asset classes and regions optimizes the balance of risk and reward across various economic outcomes. Our specialist investment teams share their outlook for 2026 for their respective asset classes.

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Global Investment Outlook: 2026 and beyond

Looking ahead to 2026, Franklin Templeton Institute sees broadening opportunities across global capital markets, with emerging debt and equity markets, European equities, and US smaller-cap stocks poised to lead the way.

 

2026 Private Markets Outlook: Executive summary

Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.

 

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Identifying longer-term trends in society and the economy can point to durable sources of excess return and help position one’s portfolio for future risks and opportunities. Franklin Templeton Institute provides clients with insights that meet their needs and concerns.