Conviction: The fifth element in core equity investing

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.

Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We also provide our predictions on inflation, recession, asset class performance and more.