Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.
Power, conflict and complacency: Why energy markets may be structurally underpricing geopolitical risk
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Five catalysts for international value stocks in 2026 and beyond
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.
New world order: Security spending enters a super cycle
Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.

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