Insights on emerging markets

Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters and vary widely within each group.

The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.

US/Iran conflict, Trump-Xi Summit and the re-routing of goods via land are three things we’re watching in this month’s Emerging Markets Insights.

Although sentiment remains sensitive to headlines around the Strait of Hormuz and energy markets, Franklin Templeton’s Emerging Markets Debt team sees an asset class that has shown it can absorb shocks, even as renewed geopolitical flare-ups or a broader risk-off episode could still test markets.

Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

US/Iran conflict, Trump-Xi Summit and the re-routing of goods via land are three things we’re watching in this month’s Emerging Markets Insights.

Emerging markets are continuing to evolve and change. They are transitioning from the world’s manufacturing hub to a global innovation hub.

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.

South Korea is back on investors’ radar—but is this rally built to last? Dina Ting of Franklin Templeton ETFs unpacks what’s driving the surge—and whether the long-awaited re-rating can endure.

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discusses the different factors that underpin her views.

While global investors have been focusing on other emerging markets, Brazil has been working through political and fiscal changes. Now, the country's economic indicators are improving, and capital has begun to flow back into Latin America’s largest economy.

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

In 2025, the ETF industry continued to grow, and ETFs have become an integral part of portfolio construction, especially in Europe and Asia. Jason Xavier, Franklin Templeton ETF Capital Markets Head of EMEA & Asia, offers three predictions on where the industry could be headed in 2026.

ClearBridge Investments: As AI challenges digital business models, companies with physical assets, predictable cash flows, dividends and durable moats stand out as better positioned in a volatile, high‑valuation market.

US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.

ClearBridge Investments believes macro and technological shifts are driving a wider dispersion of outcomes, highlighting the need for active management.

ClearBridge Investments believes dividend growers possess three attributes for an environment marked by inflation and policy risk: potential for downside protection, current income and growth.

ClearBridge Investments: Since the pandemic, the volatility of returns between growth and value has surged, which we believe is emblematic of a shift toward a new, value-led market regime.

Putnam Investments believes the success of their investment strategy is not as simple as finding the highest dividend yields.