Insights Library

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...

Dina Ting explores the question: Have investors missed Taiwan's AI boom?

Convertible securities offer a blend of equity upside and bond-like stability, with growing issuance and diversification benefits that can help reduce overall portfolio risk.

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

ClearBridge Investments: High-quality dividend growers outside technology could offer attractive income, inflation offsets and downside risk mitigation as momentum in AI-related stocks shows signs of ...