Insights Library

A quarterly report from Western Asset providing an in-depth analysis of the global economic landscape, key drivers and insights into fixed-income markets for investors.

ClearBridge Investments: Broadening earnings strength and improving economic signals support a constructive outlook for equities, with earnings likely to remain the key driver of market leadership in ...

In this month’s Allocation Views, recent equity volatility has reset tech valuations, helping sentiment pull back from exuberance. Franklin Templeton Investment Solutions looks at the implications for...

This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resilien...

The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global I...

Foundational improvements in market structure and policy frameworks have strengthened emerging markets’ (EM) resilience to external shocks.

ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.