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Global perspectives and local insights from our investment teams. © 2026 Franklin Templeton. https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

  1. All Episodes
  2. 2026
  3. 01

Global Investment Management Survey: Outlook on equities and more

Jan 29, 2026

We sit down with Chris Galipeau of Franklin Templeton Institute and Putnam’s Kate Lakin to explore key insights from our Global Investment Management Survey and what they signal for the 2026 market landscape. Together, Chris and Kate break down expectations around economic growth, market broadening, and the strong...

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Anatomy of a Recession Update: Is the AI era a repeat of the dot.com era?

Jan 14, 2026

Jeff Schulze of ClearBridge Investments shares insights from the ClearBridge Recession Risk Dashboard, explores the outlook for US equities in 2026, and discusses how AI-driven capital expenditures compare to past innovation cycles. Get his perspective on economic trends and where opportunities may lie in the...

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