Franklin Templeton Sees Opportunities in Private Equity, Private Credit, Real Estate, and Infrastructure

About this update from Franklin Resources, Inc.

[{"type":"text","content":"Franklin Templeton Institute sees attractive opportunities across the private markets, as the firm continues to meet the growing demand for private market solutions in 2026 with global expansion and product innovation","length":217,"tagName":"p","attribs":{}},{"type":"text","content":"SAN MATEO, Calif., January 06, 2026--(BUSINESS WIRE)--Franklin Templeton today released its 2026 Private Markets Outlook highlighting key macro-themes and where they see the most attractive opportunities for investors in 2026 and beyond.","length":237,"tagName":"p"},{"type":"text","content":""We see compelling opportunities across private markets in 2026 and beyond. While some sectors may face headwinds, others boast strong fundamentals and stand to benefit from ongoing structural shifts," said Tony Davidow, Senior Alternatives Strategist at the Franklin Templeton Institute. Our highest-conviction opportunities for the year ahead include private equity secondaries, commercial real estate debt, real estate, and infrastructure."","length":458,"tagName":"p"},{"type":"text","content":"Themes for 2026: Optimism and Opportunity Across Private Markets","length":64,"tagName":"p"},{"type":"text","content":"Private equity","length":14,"tagName":"p"},{"type":"text","content":"While exits have begun to pick up, many institutions are still in need of liquidity, and some have instituted formal secondary programs to fulfill their needs. We see growing opportunities for both LP-led and GP-led transactions. Secondaries also provide several structural advantages including shortening the J-curve and time to distribution, and providing diversification across vintage, GP, geography and industry.","length":417,"tagName":"p"},{"type":"text","content":"Private credit","length":14,"tagName":"p"},{"type":"text","content":"Over the last several years, most of the global flows in private credit have been in direct lending. Consequently, direct lending spreads have compressed and there are growing concerns. We find more attractive opportunities with asset-based finance ("ABF") and commercial real estate debt ("CRE debt"). We believe that CRE debt represents one of the most compelling opportunities, given the substantial ‘wall of debt’ scheduled for refinancing in the years ahead.","length":483,"tagName":"p"},{"type":"text","content":"Real est...

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