Insights Library

Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.

Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern portf...

Benefit Street Partners believes private credit has faced scrutiny recently and there are four horsemen of the apocalypse charging toward private credit investors, but three are phantoms. One, however...

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In this month’s issue, Templeton Global Macro notes that the Middle East conflict has initially driven risk-off market moves, pushing oil prices, the US dollar and global yields higher.

ClearBridge Investments: Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing throu...

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...

With oil prices and energy stocks at higher level, how can investors navigate a sector driven by geopolitics and volatility? This month’s Global Equity Pulse reveals why looking beyond commodity price...