Insights Library

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.

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

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.

As models commoditize, trusted execution becomes the competitive advantage.

Financial markets read Kevin Warsh’s second press conference as dovish: Expectations of a near-term rate hike fell, long-term bond yields rose, the dollar weakened and so did stocks. Franklin Templeto...