Insights Library

Wendy Li spent 20 years working with large endowments and foundations before founding Ivy Invest. In the latest Alternative Allocations, she discusses how institutions approach illiquid investments, t...

Get ready each week with high-conviction insights that go beyond media headlines.

The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury yie...

In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge centr...

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters...

ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in...

The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin T...

The US-Iran war created a significant negative supply shock for the global economy. Franklin Templeton Institute explores the implications for monetary policy and fixed income investors.