The Future of Investing: 2024/2025 Edition—Overview

The Franklin Templeton Industry Advisory Services team conducts annual interviews with industry leaders to gather insights on the future of investing. This year, they engaged 87 influential figures managing over US$50.8 trillion in assets to discuss the evolving landscape of investment management. The interviews spanned a diverse range of industry participants, including asset owners, private banks, wealth managers, and fintech firms, among others, and were conducted globally, with a significant portion based in the United States.

The aim of these discussions is to synthesize the collective input into a comprehensive overview that can guide the broader industry. The findings are categorized into four key areas: the future of money, asset management, portfolios, and advisory services. These insights are intended to foster dialogue and strategic thinking among organizations about their future directions.

The survey results are presented anonymously, focusing on identifying common trends and potential disruptive paths rather than specific organizational strategies. This approach helps in highlighting areas of consensus as well as emerging, unconventional ideas that could reshape traditional investment paradigms.

The forthcoming series of articles will delve deeper into each of these four dimensions, providing both a high-level strategic outlook and detailed exploration of specific themes. This structured release is designed to cater to both general strategic interests and niche areas of focus, offering a holistic understanding when considered collectively.