Franklin Core Enhanced Equity – conviction is the fifth element

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resilient consumers and broader corporate investment suggest the economy remains on firm footing, while markets are repricing a higher neutral rate. For investors, elevated real yields may make bonds increasingly attractive relative to equities.

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global Investments.

Ask investors to name the world’s innovation hubs and the UK may not be the first market that comes to mind, but dig a little deeper and the UK market offers exposure to innovative themes, often at a discount to other markets.

Foundational improvements in market structure and policy frameworks have strengthened emerging markets’ (EM) resilience to external shocks.

ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.

The dog days of summer have brought plenty of noise—but markets are telling a different story. Michael Browne examines what resilient equities, AI volatility and central bank decisions could mean for investors.