Franklin Core Enhanced Equity – conviction is the fifth element

The Franklin Templeton Fixed Income Impact Report 2026 showcases how sustainable investment strategies are driving measurable environmental and social outcomes across global markets. This year’s report reflects the Fixed Income Sustainability team’s rigorous analysis, proprietary data tools, and commitment to holistic ESG integration.

ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.

The US small- and mid-cap (SMID) growth market spans a broad spectrum—from early-stage innovators to established companies with recurring revenues, strong cash flows and durable competitive positions.

Start your week with insight on global market news and perspective on what’s ahead.

Convertible securities offer a blend of equity upside and bond-like stability, with growing issuance and diversification benefits that can help reduce overall portfolio risk.

Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.