Insights Library

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests risk assets should remain supported, despite stretched sentiment and positioning.

ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.

A “universal liquidity layer” that could facilitate transactions between traditional money and tokenized instruments may be the next big step for blockchain, writes Sandy Kaul.

Royce Investment Partners: Chris Clark and Francis Gannon discuss whether relatively attractive valuations, strong earnings, and heightened volatility could put US small-caps back on top in 2026?

Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.

As the ETF universe continues to expand, a fundamental shift is underway with investors moving beyond simple market access toward outcome-driven construction. Dina Ting, Head of Global Index Portfolio...

Effective liquidity management is crucial for evergreen funds, and this paper delves into the strategic design and dynamic adjusting of liquidity sleeves to balance accessibility of capital and optima...

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.