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Despite recent turmoil in global markets, we believe that the longer-term direction of travel is clear: emerging markets are spreading prosperity at home and driving growth abroad. The downturn has opened investment opportunities and, in our view, provides an attractive entry point for long-term investors.

From fundamental- and passive-equity investing to local and hard-currency debt, and alternative investments, our investment strategies are founded on experience and the deep expertise of investment teams on-the-ground globally.

Explore ways to complement your approach to the developing world.

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Insights

13 FEBRUARY 2026

Japan 2026 outlook

Japan is undertaking its most significant economic and corporate transformation in a generation. The likely earnings tailwind from economic normalization combined with shareholder return enhancement through corporate reforms anchor our bright outlook for 2026 and beyond.

10 FEBRUARY 2026

Under the Macroscope: South Korea—from ‘discount’ to ‘re-rating’—but only if policy becomes behaviour

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.

6 FEBRUARY 2026

Allocation Views: Confidence, not complacency

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests risk assets should remain supported, despite stretched sentiment and positioning.

Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.