Insights Library

July saw the renewed Middle East conflict weigh on financial markets, lift oil prices and push sovereign yields higher, according to the Templeton Global Macro team. We continue to favor select develo...

ClearBridge Investments: Broadening earnings strength and improving economic signals support a constructive outlook for equities, with earnings likely to remain the key driver of market leadership in ...

Franklin Templeton Institute’s Tony Davidow and Kim Catechis explore the impacts of the US-Iran war and elevated geopolitical tensions in the region on private markets.

In this month’s Allocation Views, recent equity volatility has reset tech valuations, helping sentiment pull back from exuberance. Franklin Templeton Investment Solutions looks at the implications for...

This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

The active versus passive debate is only part of the story. Oliver Wallin explains why the most important investment decisions often happen at the portfolio level.

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resilien...

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global I...