Insights Library

ClearBridge Investments: In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.

In this month’s Allocation Views, Franklin Templeton Investment Solutions is optimistic about equities in the month ahead amid strong corporate fundamentals and resilient growth.

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be...

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

In May, markets stayed relatively contained despite volatility driven by ongoing Middle East tensions and uncertainty around a possible resolution. Central bank rhetoric remained hawkish, and some cen...

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We a...

As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.