Insights Library

Attractive yields support income opportunities, but tight credit spreads call for selectivity. Franklin Templeton Fixed Income believes investors may favor high-quality, short- to intermediate-maturit...

In this month’s issue, AI, energy and robotics are creating new opportunities in emerging markets, but selectivity remains key as policy, cost and execution risks evolve.

In this quarterly deep dive publication, the Franklin Templeton Fixed Income team suggests a severe El Niño could drive higher inflation and weaker growth across many emerging markets, reinforcing the...

ClearBridge Investments: Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companie...

Dina Ting suggests emerging markets remain resilient and ahead of US equities, but performance varies widely beneath the surface. A multi-factor approach can help investors identify opportunities whil...

Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.

ClearBridge Investments believes an industrial capex cycle for LNG infrastructure, semiconductors, manufacturing reshoring and grid modernization remains in its early stages.

ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more ef...