5 February 2026

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Building a lazy ETF portfolio in 2026 Get set for a bumpy 2026 Meg on SMSFs: First glimpse of revised Division 296 tax Ray Dalio on 2025’s real story, Trump, and what’s next 10 fearless forecasts for 2026

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Home / Author: Franklin Templeton

Franklin Templeton

Emerging markets disrupt, innovate, and power transformation

Emerging markets have innovative companies capable of disrupting established industries, changing the course of a country’s economic outlook, while generating strong growth and returns.

Franklin Templeton
6 August 2021

Inflation, rotation and opportunities

With predictions of above-average economic growth globally, record fiscal and monetary economic stimulus and increased likelihood of inflation, we are entering an economic environment never seen before.

Franklin Templeton
15 April 2021

Western Asset: Will inflation finally turn up in 2021?

There has been a wave of speculation recently about the inevitability of rising inflation, given the enormous amount of both fiscal and monetary stimulus unleashed to counter the ill effects of COVID-19’s economic impact. While the specifics are new, we’ve seen similar concerns over the last 40 years, and we are not convinced this time is any different.

Franklin Templeton
1 April 2021

Western Asset's Global Outlook 2021

Western Asset’s base case outlook is for a U-shaped global economic recovery, with an expectation that short-term growth challenges will be followed by a continuation of the global rebound thereafter.

Franklin Templeton
25 February 2021

Global Innovations Driving Zero Carbon Cement

There is currently no low-carbon replacement for cement’s core ingredient—called clinker—that also matches the scale of growing global demand. This puts cement in a tug-of-war between two global trends: improving standards of living and decarbonising national economies.

Franklin Templeton
28 January 2021

Water disruption: investment risk from multiple angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. This paper outlines how water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

Franklin Templeton
12 November 2020

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Latest Updates

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

James Gruber
4 February 2026
16

Superannuation

The Division 296 tax is still a quasi-wealth tax

The latest draft legislation may be an improvement but it still has the whiff of a wealth tax about it. The question remains whether a golden opportunity for simpler and fairer super tax reform has been missed.

Tony Dillon
4 February 2026
9

Superannuation

Is it really ‘your’ super fund?

Your super isn’t a bank account you own; it’s a trust you merely benefit from. So why would the Division 296 tax you personally on assets, income and gains you legally don’t own?

Jon Kalkman
4 February 2026
8

Inflation is the biggest destroyer of wealth

Inflation consistently undermines wealth, even in low-inflation environments. Whether or not it returns to target, investors must protect portfolios from its compounding impact on future living standards.

Ashley Owen
4 February 2026
2

Picking the next sector winner

Global equity markets have experienced stellar returns in 2024 and 2025 led, in large part, by the boom in AI. Which sector could be the next star in global markets? This names three future winners.

Anna Wu
4 February 2026
1

Infrastructure

What investors should expect when investing in infrastructure: yield

The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.

Investment strategies

Valuing AI: Extreme bubble, new golden era, or both

The US stock market sits in prolonged bubble territory, driven by AI enthusiasm. History suggests eventual mean reversion, reminding investors to weigh potential risks against current market optimism.

Jeremy Grantham
4 February 2026

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