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The Strait of Hormuz is completely open. What does this mean from an investment perspective? Stephen Dover and Larry Hatheway from Franklin Templeton Institute share their thoughts on the long-term implications and what to watch out for.

The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.

The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.

Get ready each week with high-conviction insights that go beyond media headlines.

History shows staying invested can pay off.

As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.

Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.

Geopolitical tensions have escalated following President Trump’s renewed intent to acquire Greenland. Franklin Templeton Institute’s Kim Catechis explores the implications.

The US action in Venezuela opens up a complicated chapter ahead involving potential debt restructuring, energy and mining development, and geopolitical negotiation.

South Korea’s proposed shareholder-oriented reforms appear to be headed in the right direction, write Christy Tan and Marcus Weyerer, but there are risks to the policy agenda that investors should keep in mind.

After a cordial and apparently agreeable meeting, the Trump-Xi summit in Busan, South Korea, concluded without a formal announcement. However, Franklin Templeton Institute believes some emerging details suggest tangible progress.

Franklin Templeton Institute explores “bull steepening” in the Treasury yield curve—and the investment implications.

Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern portfolio and what that means for today's market participants.

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.

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.

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

With UK politics once again in flux, markets are weighing continuity against the risk of policy change. In this piece, Michael Browne, Global Investment Strategist at the Franklin Templeton Institute, explores what another change in Prime Minister could mean for economic policy and UK assets.

Franklin Templeton Institute investigates the AI investment boom to see if it is following the pattern of other investment waves or if it has distinctive features that can prevent it from going bust.

Highlights on the credit environment and the shifts taking place from a conversation with our investment professionals from Franklin Templeton Fixed Income, Western Asset, Putnam, Brandywine and Benefit Street Partners.

With the escalation of military conflict between Israel and Iran, investors are guardedly watching the events, which still have the potential to spread, impact Mideast energy supplies, and increase global economic uncertainty. To address those concerns, Lawrence Hatheway, Global Investment Strategist at Franklin Templeton Institute, moderated a discussion with some of our investment professionals with expertise in the region to hear their thoughts on possible effects on global financial markets.