Insights Library

Portfolio Manager Steve Land answers five key questions on the disconnect between bullion and miners—and what it means for investors now.

In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using seconda...

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests risk assets should remain supported, despite stretched sentiment and positioning.

Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.

Royce Investment Partners: Chris Clark and Francis Gannon discuss whether relatively attractive valuations, strong earnings, and heightened volatility could put US small-caps back on top in 2026?

ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.

A “universal liquidity layer” that could facilitate transactions between traditional money and tokenized instruments may be the next big step for blockchain, writes Sandy Kaul.

Templeton Global Investments maintains its conviction on Japanese equities in 2026, as evidence of economic normalization and broadening corporate reforms continues to build.