Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Author: Franklin Templeton

Franklin Templeton

The Future of Investing: 2024/25 Edition - Overview

This series presents survey findings across four overlapping areas: the future of money, asset management, portfolios and advice. This report provides a high-level overview of the key findings, and links to a series of short articles, unpacking each dimension of our industry’s future.

An introduction to catastrophe bonds

Franklin Templton Senior Analyst, Jordan Strah explains this unique asset class, the benefits and risks to investors and why now might be an opportune time to add them to a portfolio.

How global equities performed in prior Federal Reserve easing cycles

As the Federal Reserve gears up for a rate cut, Franklin Templeton Institute’s Chris Galipeau and Lukasz Kalwak revisit their asset-market performance study. This time, they focus on the global equity market impact.

Deep waves Longevity: the undertow to the demographic wave

Franklin Templeton Institute’s Kim Catechis suggests longer life expectancy around the world is a blessing but calls for preparation. This includes financial services firms that can develop longer client relationships by placing extra emphasis on building trust with aging investors.

Electric vehicles: Running out of power or just a bump in the road?

The Templeton Global Equity Group draws upon the power of its global reach and local analyst presence to argue that, despite recent investor pessimism, the case for many aspects of the electric vehicle supply chain remains compelling.

Investment Horizons: Key themes shaping future returns

This report explores why it makes sense to step back from current conditions and assess the medium-term outlook for growth, earnings, interest rates and valuations, and to consider secular forces likely to produce solid investment returns over time.

Latest Updates

Taxation

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Property

It's okay if house prices drop

The assumption that falling house prices are electorally fatal has shaped policy for decades. Evidence from upzoning suggests affordability can improve without reducing overall housing wealth.

Investment strategies

Investment bonds for intergenerational wealth transfer

Investment bonds can be a versatile and a tax-effective option for building wealth for longer-term investment goals. They can also be used as an estate planning tool, enabling the smooth transfer of wealth to younger generations.

Investment strategies

Why switching to income may make sense in 2026

Investors are jumpy as valuations continue to rise and income investing may provide a respite. In a challenging market for income investing AML offers their top picks.

Interviews

Retiring Schroders boss on lessons he’s learned, industry changes, and the market outlook

CEO Simon Doyle is retiring after 38 years in the finance industry. In an interview with James Gruber, he shares the three main lessons he’s learned, and where he sees opportunities and risks in markets today.

Investment strategies

How US midterm elections affect the markets

Investors may overlook the US midterms amid global events, but they could still impact markets. History shows markets react during midterm years, with increased volatility and lower returns. Will this year be any different?

Investing

Does increasing geopolitical risk lead to higher equity market returns?

Increasing geopolitical tensions has investors on edge but one study shows evidence of a war premium for equity markets.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.