US equities - it’s in our DNA

With oil prices and energy stocks at higher level, how can investors navigate a sector driven by geopolitics and volatility? This month’s Global Equity Pulse reveals why looking beyond commodity prices to company fundamentals may be the key to unlocking value in today's uncertain energy landscape.

Franklin Templeton Institute examines the evolution of private credit, its risk/return characteristics, and why commercial real estate debt represents a viable alternative to traditional fixed income options.

ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.

Franklin Templeton Institute believes infrastructure represents a compelling investment option due to its unique characteristics, the prevailing market environment, and the versatile role these types of assets can play in client portfolios.

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.