Insights Library

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

In this month’s Allocation Views, inflation and policy are the major concerns for markets at present as global growth remains resilient. Franklin Templeton Investment Solutions explores the implicatio...

India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”

ClearBridge Investments: Drug development appears to be stabilizing, as improving biopharma funding and healthier demand create a more constructive backdrop for contract research organizations and lif...

Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selectiv...

Matthew Lilling at ClearBridge Investments suggests AI-driven scarcity is allowing perceived lower-quality companies to post the revenue growth, margin expansion and rising returns investors associate...

According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal defi...