Insights Library

In this quarterly deep dive publication, the Franklin Templeton Fixed Income team suggests a severe El Niño could drive higher inflation and weaker growth across many emerging markets, reinforcing the...

ClearBridge Investments: Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companie...

Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.

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

The US small- and mid-cap (SMID) growth market spans a broad spectrum—from early-stage innovators to established companies with recurring revenues, strong cash flows and durable competitive positions.

ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more ef...

Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising ...

Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunitie...