Insights Library

ClearBridge Investments: Despite bubble fears, there are several key differences between the late 1990s and today that we believe bode well for US equities in the year to come.

Amid steady economic growth and healthy corporate fundamentals, Franklin Templeton Investment Solutions sees reasons to prefer equities over fixed income as 2026 begins.

Royce Investment Partners: Francis Gannon discusses positive factors for US small-caps in this 2025 fourth quarter recap.

The removal of Venezuela’s President Nicolás Maduro has materially improved the country’s outlook, according to Franklin Templeton Fixed Income Emerging Market Debt Director Nicholas Hardingham. He be...

Royce Investment Partners: Portfolio Managers Lauren Romeo and Jim Harvey join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to discuss why they’re constructive on US small-cap’s prospects in 2...

Venezuela is a high-optionality oil-and-gas story, but the pathway from reserves to reliable exports runs through governance, contracts and sustained capital investment.

Despite recent geopolitical developments and continued uncertainty from US tariff policy, Templeton Global Macro believes global growth should remain resilient. This month’s Global Macro Insights prov...

Saudi Arabia’s decision to open its equity market to all foreign investors marks a turning point for global portfolios. Dina Ting and Marcus Weyerer provide an analysis of the Kingdom’s long-standing ...