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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

Investment strategies

Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

Investment strategies

21 reasons we’re nearing the end of a secular bull market

Nearly all the indicators an investor would look for suggest that this secular bull market is approaching its end. My models forecast that the US is set for 0% annual returns over the next decade.

Property

13 million spare bedrooms: Rethinking Australia’s housing shortfall

We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.

Investment strategies

Market entry – dip your toe or jump in all at once?

Lump sum investing usually wins, but it can hurt if markets fall. Using 50 years of Australian data, we reveal when staging your entry protects you, and when it drags on returns. 

Investment strategies

The US$21 trillion question: is AI an opportunity or excess?

It has been years since the US stock market has been so focused on a single driving theme, and AI is unquestionably that theme. This explores what it means for US and global markets in 2026.

Economy

US energy strategy holds lessons for Australia

The US has elevated energy to a national security priority, tying cheap, reliable power to economic strength, AI leadership, and sovereignty. This analyses the new framework and its implications for Australia.

Strategy

Venezuela’s democratic roots are deeper than Trump knows

Most people know Maduro was a dictator and Venezuela has oil. Few grasp the depth of suffering or the country’s democratic history - essential context as the US ousts Maduro and charts Venezuela’s future. 

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