Insights Library

At the start of this year, many investors questioned whether equity markets had become too reliant on a handful of AI winners. Dina Ting and Marcus Weyerer take a more nuanced view into how broadly th...

The AI debate focuses on models, chips and market share. But the bigger story? Hundreds of billions in expected issuance across public and private markets, one of the largest financing waves credit ma...

In this quarter’s outlook, Franklin Templeton Investment Solutions believes hedge funds remain well positioned to deliver diversification and alpha in the third quarter, favoring security selection ov...

In this update, we share how we navigated concentrated market leadership, managed key positions in Energy and Materials, and stayed focused on what's always guided our approach: valuation discipline, ...

In this latest Talking Markets podcast, Jeff Schulze of ClearBridge Investments explains to host John Przygocki why he maintains a constructive outlook for the US economy, putting the odds of recessio...

Episode 39: In the latest episode of the Alternative Allocations podcast, Tony Davidow sat down with Benefit Street Partners’ Anant Kumar to discuss the commentary and speculation around private credi...

A strategic framework for international and emerging markets allocation within the broader context of global investment

In this month’s Allocation Views, Franklin Templeton Investment Solutions improve their view on equities, driven by strong earnings, resilient growth, and improving energy market conditions despite in...