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Franklin Equity Group, which launched its first funds in 1948, offers in-depth expertise in managing global, regional and sector specific equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by combining a collaborative team-oriented approach with disciplined, bottom-up fundamental research.

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15 SEPTEMBER 2026

The Limit Does Not Exist

Rethinking the S-Curve in the Age of Compounding Innovation.

18 DECEMBER 2025

Global equity outlook 2026: Renewed tailwinds for quality growth

Franklin Equity Group suggests markets seem to be transitioning from a narrow, liquidity-driven regime to one shaped by fundamentals, innovation, and active management.

17 DECEMBER 2025

The Goldilocks risk: What if things go right in 2026?

Franklin Equity Group’s Grant Bowers suggests the US economy may be approaching a Goldilocks equilibrium in 2026, supported by stable growth, anchored inflation and policy tailwinds.

16 DECEMBER 2025

Three reasons tech could lead the market — again

Franklin Equity Group’s Matt Cioppa suggests we’re in the midst of a multi-year AI super-cycle, and this will keep us optimistic on the technology sector in 2026.

15 DECEMBER 2025

Beyond tech: The rest of the economy is waking up

Innovation is broadening beyond technology—transforming every sector of the economy, from transportation and health care to energy and retail. Learn more from Franklin Equity Group’s Matt Moberg.

27 NOVEMBER 2025

2026: The year innovation becomes the economy

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tec...

13 OCTOBER 2025

Colossal Tech: How AI capex is shaping the economy

On this month's Talking Markets, Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context c...

6 OCTOBER 2025

From fast follower to fast leader: My journey into China’s biotech boom

China’s biotech push is reshaping global pharma and challenging US scientific leadership. After a research trip to Shanghai, Franklin Equity Group’s Evan McCulloch highlights the implications for US a...