Insights Library

In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.

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Franklin Templeton Institute’s Stephen Dover explores the ripple effects of the closure of the Strait of Hormuz.

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...

On this month’s Talking Markets podcast, our host, John Przygocki, sits down with ClearBridge Investments’ Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market impl...

Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.

In the latest Alternative Allocations, Tony Davidow outlines the short-and long-term implications on private markets from the current Middle East conflict.

Western Asset: The reported succession of Mojtaba Khamenei as Iran's supreme leader amid escalating regional conflict, unclear US objectives and widespread misinformation is heightening uncertainty an...