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2 October 2026
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Franklin Templeton's Fixed Income team no longer expects a technical recession in the US and believes the trajectory of disinflation in both the US and euro area will flatten. Thus, central banks are likely to keep rates higher for longer.
Although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are investment opportunities ahead.
For this mid-year outlook, the theme continues to be the attractiveness of investments beyond cash including fixed income, equities and alternatives.
The steel industry is one of the largest contributors to global carbon emissions. The main challenge in producing green steel is cost. This report focuses on the process to produce green steel, breaking down the costs and technology used.
Today’s banking ‘crisis’ is far less severe than 2008, and it’s not systemic. Indeed, the quality of overall bank assets and capital ratios are dramatically better. Central banks are now coordinating globally to offer banks daily access to the capital they need to operate smoothly.
This report shares details and results of the Franklin Templeton Fixed Income team's engagement with bond issuers during the calendar year of 2022 to better understand each other’s interests, ambitions, and risks.
A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.
Many retirees hope to leave a legacy. Proposed trust tax reforms could force families to rethink. The question is not how much to leave behind, but whether today's inheritance plans will still make sense as circumstances change.
Retirement is approaching. Markets are noisy. And every headline seems to demand action. The biggest investment risk isn't fear, greed or market volatility, it often arrives disguised as research and sensible risk management.
Conditions were stacked in favour of professional investors in 2026. Most still fell short, raising questions about where investors should look for value. Meanwhile, an alternative strategy continued to make its case.
Equity valuations have fallen sharply over the past year, yet investors have largely been spared the volatility and losses that typically accompany a de-rating. What explains this unusually orderly reset? Here are five key drivers.
We worry about AI becoming conscious. But what if consciousness isn't the issue? The more unsettling possibility is a machine capable of pursuing objectives relentlessly, without motives, emotions, or awareness of any kind.