Insights Library

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...

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...

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...

What investors need to know about the recent volatility in crypto currencies: thoughts from Franklin Templeton Institute.

Global growth showed modest improvement in January, though elevated uncertainty persists amid geopolitical tensions, trade policy developments, and pending US legal decisions on tariff authority. Desp...

Marcus Weyerer, Director of ETF Investment Strategy EMEA, explores the challenges of India’s current high dependence on imported oil—and its energy transition.

South Korea’s proposed shareholder-oriented reforms appear to be headed in the right direction, write Christy Tan and Marcus Weyerer, but there are risks to the policy agenda that investors should kee...

Portfolio Manager Steve Land answers five key questions on the disconnect between bullion and miners—and what it means for investors now.