Insights Library

Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.

In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdr...

Franklin Templeton Institute’s Stephen Dover offers a quick take on hantavirus and the relevance to health care stocks.

Western Asset: Asia-Pacific bond markets are increasingly recognized as a resilient and distinct asset class, offering investors the potential for attractive yields, stability and diversification bene...

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...

Returning from a recent global research trip, Putnam Portfolio Manager Brian Freiwald describes several trends that point to the potential for continued outperformance for emerging market equities.

Benefit Street Partners believes investors with the discipline to underwrite rigorously and the conviction to deploy, today’s environment represents a compelling opportunity to put capital to work.

Royce Investment Partners: Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market leadership.