Global Investment Management Survey

The Franklin Templeton Global Investment Management Survey predicts modest global GDP acceleration in 2026 with no recession and an S&P 500 target of 7000-7400. The outlook favors US large-caps, high-yield credit, and private equity secondaries while monitoring geopolitical risks.

Key Takeaways

• 1.Global economic growth is expected to accelerate modestly in 2026 with no recession anticipated.
• 2.Equities are expected to end 2026 higher, with an S&P 500 target range of 7000–7400.
• 3.Fixed income strategy favors high-yield bonds and short-duration assets as rates decline slowly.

Table of Contents

• Expectations for 2026 Based on the Franklin Templeton Global Investment Management Survey
• 2026 GDP Accelerating Modestly
• Inflation Stable, Rates Stable
• Corporate Credit and Short Duration to Outperform Cash
• Equities Likely to End the Year Higher
• EMEA focused
• Survey results related to the economy
• Survey results related to equities
• Survey results related to fixed income
• Our private market outlook
• Contributors
• Survey methodology
• Methodology for exhibit 9
• WHAT ARE THE RISKS?
• IMPORTANT LEGAL INFORMATION

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