Insights Library

India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”

ClearBridge Investments: Drug development appears to be stabilizing, as improving biopharma funding and healthier demand create a more constructive backdrop for contract research organizations and lif...

Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selectiv...

According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal defi...

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

Matthew Lilling at ClearBridge Investments suggests AI-driven scarcity is allowing perceived lower-quality companies to post the revenue growth, margin expansion and rising returns investors associate...

For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next ...