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0 0.00221827861579418 0.00221827861579418 0.00221827861579418 0 0.00266193433895307 0.00266193433895307 0.00354924578527071
Stock impact report

Outlook 2026: Broadening opportunity [Globe and Mail, The (Toronto, Canada)]

Franklin Resources, Inc. (BEN) 
Last franklin resources, inc. earnings: 4/30 08:30 am Check Earnings Report
Over the next few weeks, we encapsulate our 2026 (cyclical) and our long-term (secular) investment analysis into two separate categories of three themes each. For 2026, our cyclical themes are: Broadening, Steepening and Weakening. Broadening reflects our conviction that investment opportunities across regions and asset classes are expanding. Steepening refers to yield curves, where falling short-term interest rates will incentivize investors to move out of cash holdings and into risk assets, including equities, credit and fixed income duration. Weakening regards the U.S. dollar, which bodes well for emerging debt and equity markets, and is also an important development for portfolio management and hedging strategies. As we elaborate below, our cyclical themes intersect—akin to Venn-diagrams— with reinforcing implications across investor portfolios. We first consider the short-term outlook for 2026. Broadening opportunities US outperformance has dominated investment retu Show less Read more
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