Insights Library

In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests risk assets should remain supported, despite stretched sentiment and positioning.

Defense firms may see increased opportunities as a changing world order forces countries to increase their security budgets, according to Franklin Equity.

ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.

Royce Investment Partners: Chris Clark and Francis Gannon discuss whether relatively attractive valuations, strong earnings, and heightened volatility could put US small-caps back on top in 2026?

A “universal liquidity layer” that could facilitate transactions between traditional money and tokenized instruments may be the next big step for blockchain, writes Sandy Kaul.

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.

Templeton Global Investments maintains its conviction on Japanese equities in 2026, as evidence of economic normalization and broadening corporate reforms continues to build.

Effective liquidity management is crucial for evergreen funds, and this paper delves into the strategic design and dynamic adjusting of liquidity sleeves to balance accessibility of capital and optima...