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Talking Markets with Franklin Templeton

Talking Markets with Franklin Templeton

Written by: Franklin Templeton
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 Global perspectives and local insights from our investment teams. © 2023 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info© 2025 Franklin Templeton. All rights reserved. Economics
Episodes
  • The Opportunity in Municipal Bonds in 2026

    The Opportunity in Municipal Bonds in 2026
    Feb 25 2026

    We sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
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    30 mins
  • Anatomy of a Recession Update: The Rotation Continues

    Anatomy of a Recession Update: The Rotation Continues
    Feb 12 2026

    Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets may see some volatility in 2026.
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    22 mins
  • Global Investment Management Survey: Outlook on equities and more

    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 business fundamentals shaping potential opportunities for investors.

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    26 mins
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