Stephen Dover

In this engaging conversation, Stephen Dover, Chief Market Strategist at Franklin Templeton, shares insights on the future of global growth and asset allocation. He predicts three rate cuts in 2026 and discusses the potential for a 10-year yield between 4-4.5%. Stephen emphasizes the importance of diversifying equity exposure beyond AI, highlighting investment opportunities in emerging markets. Additionally, he explores the implications of stable interest rates on valuations and champions private markets for future gains.