Insights Library

ClearBridge Investments global growth portfolio manager, Michael Testorf explores why now could be a pivotal moment for international equity investors.

To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Assets ...

Resilient earnings, improving industrial activity and the AI investment cycle should continue to support equities, according to Putnam Equity’s Shep Perkins. But the same forces driving the market hig...

Benefit Street Partners suggests avoiding a SaaSpocalypse requires lenders to look beyond software exposure and assess the durability of a company's competitive moat in an AI-driven world.

Western Asset: As US-Iran tensions expand across the region, drawing in additional countries and threatening key strategic waterways, geopolitical uncertainty is widening the range of possible outcome...

Templeton Global Investments believes Saudi Arabia’s transformation, driven by the Kingdom’s Vision 2030 framework, could provide global investors with a unique investment opportunity.

Global central banks are entering a more complicated phase, according to Franklin Templeton Fixed Income, where patience increasingly comes with conditions. Policymakers are balancing sticky inflation...

In this quarter’s outlook, Franklin Templeton Investment Solutions believes hedge funds remain well positioned to deliver diversification and alpha in the third quarter, favoring security selection ov...