Insights Library

ClearBridge Investments: AI is transforming memory chips from cyclical commodities into critical infrastructure, supporting stronger earnings potential and making current valuations look attractive de...

Portfolio Manager David Morgan brings a bottom-up, stock-selection perspective to some of the megatrends reshaping global markets—and where the investment opportunities may lie.

ClearBridge Investments: Infrastructure’s defensive income profile and AI-driven growth opportunities support the case for strategic allocations, though selectivity remains key.

The Fed held rates steady at its October meeting but kept the door open to further tightening, with two dissenting votes and hawkish rhetoric signaling that the pause is a skip, not a stop.

Royce Investment Partners: Co-CIO Francis Gannon details why recent volatility looks like the typical pattern of a US small-cap leadership cycle.

Take a deep dive into activity in the municipal bond market over the past week.

Franklin Templeton Institute’s Chris Galipeau examines historical market performance under a Republican US president and different compositions of Congress.

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