Insights Library

In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge centr...

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters...

In this month’s Global Equity Pulse, Templeton Global Investments examines undervalued opportunities as a wave of rearmament progresses at a rapid pace.

The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin T...

ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in...

The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.

US/Iran conflict, Trump-Xi Summit and the re-routing of goods via land are three things we’re watching in this month’s Emerging Markets Insights.

Franklin Templeton Institute’s Kim Catechis applies the concept of “Schrödinger’s cat” to that of the current situation in the Strait of Hormuz.