Insights Library

Stock market sectors are diverging dramatically. Dina Ting explores what has changed in the past three years—and the past 20—alongside implications for investors.

ClearBridge Investments: The ongoing energy crisis is pushing global oil inventories, including many critical product inventories, toward all-time lows, and it may be time to position portfolios given...

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdr...

Western Asset: Asia-Pacific bond markets are increasingly recognized as a resilient and distinct asset class, offering investors the potential for attractive yields, stability and diversification bene...

Franklin Templeton Institute’s Stephen Dover offers a quick take on hantavirus and the relevance to health care stocks.

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...

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

Royce Investment Partners: Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market leadership.