Insights Library

Oil prices rose sharply in October on Middle East escalation, while the US dollar strengthened modestly and developed market bond yields mostly fell. Inflation remains high, central banks signaled fur...

Europe is proving more resilient than markets assume, with earnings holding up through energy shocks, valuations remaining discounted and rising M&A activity highlighting the appeal of European assets...

Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artif...

Take a deep dive into activity in the municipal bond market over the past week.

Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.

In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.

The big story last week? The Federal Reserve paused despite stronger growth and persistent inflation. It was a hawkish pause, with a December hike still the base case, according to Franklin Templeton ...

While the market piles into one theme, two Putnam portfolio managers are finding opportunities elsewhere.