Skip to content

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.

Select Strategies

Insights

12 NOVEMBER 2026

Artificial Intelligence: Managing Concentration Risk

Franklin Templeton Institute's Larry Hatheway and Christy Tan suggest that AI concentration is increasing, making active diversification essential for capturing opportunities while managing risk.

10 NOVEMBER 2026

Global Equity Pulse: Beyond the Chips—Powering the AI Revolution

While AI infrastructure demand remains a key earnings driver, selective stock picking is essential as elevated valuations and profitability concerns prompt a broader leadership rotation in global equities.

3 NOVEMBER 2026

Emerging Markets Insights: Big Tech AI Spending

In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.

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.