Insights Library

Western Asset’s Ion Dan explains why he thinks the fundamental case for agency mortgage-backed securities has strengthened.

Attractive yields support income opportunities, but tight credit spreads call for selectivity. Franklin Templeton Fixed Income believes investors may favor high-quality, short- to intermediate-maturit...

In this month’s issue, AI, energy and robotics are creating new opportunities in emerging markets, but selectivity remains key as policy, cost and execution risks evolve.

In this quarterly deep dive publication, the Franklin Templeton Fixed Income team suggests a severe El Niño could drive higher inflation and weaker growth across many emerging markets, reinforcing the...

ClearBridge Investments: Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companie...

Franklin Equity’s Grant Bowers discusses why a higher cost of capital does not change the capital expenditure outlook.

ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more ef...

Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising ...