Insights Library

The inflation outlook deteriorated, while growth remained resilient despite weakening household purchasing power, according to Franklin Templeton Fixed Income. AI-related investment continued to suppo...

The US Treasury market is entering a new era. Financing government debt is becoming less about capital availability and more about the yield required to attract it.

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History suggests that the Fed’s first hike is not the problem; overly aggressive tightening is. Markets have generally absorbed rate-hiking cycles well, with volatility creating opportunities for long...

Franklin Templeton Investment Solutions believes increasing market dispersion is creating attractive opportunities for hedge funds, with returns likely to be driven more by security selection and acti...

The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy pres...

With recession risks still low, higher real yields and a patient Federal Reserve are creating opportunities in global equities and emerging market bond, according to Jeff Schulze, Head Investment Stra...

In this episode of the Alternative Allocations, Tony Davidow discusses the outlook for venture capital and growth equity with Matt Hodan, Partner with Lexington Partners.