Meeting/Event Information

2026 Market outlook: positioning for opportunity amid policy and global realignment

Franklin Templeton projects a "boom" scenario for 2026, anticipating an economic expansion driven by fiscal stimulus and Federal Reserve interest rate cuts. The firm also identifies trends in private markets, including growth in the secondary market, expansion in private credit, and increased participation from wealth managers and non-institutional investors.

Program Description:

The 2026 global market landscape reflects a complex mix of policy-driven challenges and emerging opportunities. Tariff-related pressures, evolving fiscal strategies, and a recalibration of globalization are shaping growth, inflation, and currency trends across regions. This session will provide a comprehensive view of current economic dynamics—spanning developed and emerging markets—and discuss portfolio strategies for navigating a shifting macro environment. Attendees will gain insights into how policy, trade, and valuation trends are influencing investment prospects worldwide.

Learning Objectives:

By the end of this session, participants will be able to:

1. Assess how tariff policies, fiscal decisions, and shifting globalization patterns are influencing global growth, inflation, and interest-rate trajectories.

2. Evaluate the outlook for major currencies—particularly the U.S. dollar—and identify implications for cross-border investment and portfolio positioning.

3. Identify selective opportunities across developed and emerging markets based on regional fundamentals, policy reforms, and valuation trends.

Accepted CE: 1 CFP® CE

Drew Kehnast, CFA^®

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