Insights Library

Western Asset: How the race for compute is reshaping credit markets.

Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.

Royce Investment Partners: Chris Clark and Francis Gannon discuss how US small-cap stocks can offer an on ocean of opportunities.

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...

Why Europe deserves another look. Global businesses with European listings, a more pragmatic policy backdrop and growing corporate interest are creating selective opportunities for investors willing t...

The infrastructure opportunity is broadening. The payoff may be far more selective.

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

The US fiscal year 2027 state budget season revealed a more nuanced municipal credit landscape, according to Jennifer Johnston, Director of Research, Municipal Bonds at Franklin Templeton Fixed Income...