Insights Library

With a solid fundamental backdrop, a broadening equity market, and the potential in AI, we believe this is an exciting time to be picking stocks and investing in businesses.

Franklin Templeton Fixed Income CIO Sonal Desai believes inflation is likely to remain stubbornly above target. With growth robust and the labor market showing signs of stabilization, this suggests th...

Analyzing the recent volatility in the software sector, Franklin Templeton Institute and Franklin Equity offer a quick take on the speed of AI disruption and its market implications.

Franklin Equity believes biotechnology supports a highly selective, active approach, focused on identifying companies best positioned to translate innovation into durable value.

Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.

Japan is undertaking its most significant economic and corporate transformation in a generation. The likely earnings tailwind from economic normalization combined with shareholder return enhancement t...

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

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his t...