Insights Library

Royce Investment Partners: In the midst of a rally, Co-CIO Francis Gannon looks at how valuations for the small- and micro-cap indexes compare to large-cap—and why earnings remain key to market leader...

Paweł Wróblewski, Portfolio Manager at ClearBridge Investments, breaks down three powerful macro drivers reshaping the global investment landscape.

ClearBridge Investments: In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.

In this month’s Allocation Views, Franklin Templeton Investment Solutions is optimistic about equities in the month ahead amid strong corporate fundamentals and resilient growth.

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be...

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

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

In May, markets stayed relatively contained despite volatility driven by ongoing Middle East tensions and uncertainty around a possible resolution. Central bank rhetoric remained hawkish, and some cen...