Insights Library

Paweł Wróblewski, Portfolio Manager at ClearBridge Investments, breaks down three powerful macro drivers reshaping the global investment landscape.

In this month’s Allocation Views, Franklin Templeton Investment Solutions is optimistic about equities in the month ahead amid strong corporate fundamentals and resilient growth.

ClearBridge Investments: In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be...

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

In May, markets stayed relatively contained despite volatility driven by ongoing Middle East tensions and uncertainty around a possible resolution. Central bank rhetoric remained hawkish, and some cen...

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We a...