Insights Library

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selectiv...

Matthew Lilling at ClearBridge Investments suggests AI-driven scarcity is allowing perceived lower-quality companies to post the revenue growth, margin expansion and rising returns investors associate...

According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal defi...

Elevated single-stock volatility and higher yields in select areas of hyperscaler debt are creating distinct opportunities across equity and fixed income markets. Franklin Income Investors Chief Inves...

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For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next ...

Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.

How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it ...