Insights Library

This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resilien...

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global I...

Foundational improvements in market structure and policy frameworks have strengthened emerging markets’ (EM) resilience to external shocks.

As models commoditize, trusted execution becomes the competitive advantage.

ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.

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

The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.