Insights Library

Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duration b...

Royce Investment Partners: Co-CIO Francis Gannon examines the myth that rate hikes are bad news for US small-cap returns—and finds that history tells a different story.

SpaceX's success has unlocked the infrastructure for a broader commercial space economy, creating a compelling investment opportunity supported by growing government and private-sector demand.

Western Asset suggests Japanese government bond yields are rising for the first time in decades, prompting domestic investors to repatriate funds and signaling a shift in global capital flows.

Emerging Asia has taken center stage in the AI revolution. From hyperscalers to chip producers and infrastructure enablers, companies across the region anchor a vibrant ecosystem with myriad investmen...

In this month’s Allocation Views, recent equity volatility has reset tech valuations, helping sentiment pull back from exuberance. Franklin Templeton Investment Solutions looks at the implications for...

ClearBridge Investments: Broadening earnings strength and improving economic signals support a constructive outlook for equities, with earnings likely to remain the key driver of market leadership in ...

Franklin Templeton Institute’s Tony Davidow and Kim Catechis explore the impacts of the US-Iran war and elevated geopolitical tensions in the region on private markets.