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Franklin Templeton

Franklin Templeton CEO: 87% of $100M-revenue US firms are private
7 insights: why 87% of $100M+ US companies are private, how her tokenized fund cuts the minimum to $20, and the concentration risk nobody prices
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100% of the S&P's 2026 return is earnings growth, says Franklin Templeton's strategist
12 takeaways: The multiple fell while the index rose, the central-bank ratio he says leads earnings by 14 months, and why the man who called the…
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Franklin Templeton strategist: the modeling says 20–30% in alternatives, not 5–6%
6 insights: Why he says the private-credit redemption fights are self-inflicted, what the SpaceX listing reset for everyone else, and the allocation…
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Dan Muzzarelli: some US clients cut their non-US allocation below 5% by 2023
7 principles: Why he says there is never a bad time to start, what India, Korea and Japan each offer a portfolio, and why Europe's banks are the ballast…
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Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investor
Franklin Templeton's head of asset allocation on why owning a lot of things is not diversification, plus Andrew Horowitz on Operation Twisted, the gold…
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Fed Focus, Anthropic Victory and PayPal Deal Bust: Warsh puts 65 months of inflation on the Fed, Advent and Stripe walk away from PayPal…
Bank of England's Andrew Bailey on forward guidance and unconditional promises, Spirit AI's CEO on a ChatGPT moment for robots in three years, and a…
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