Insights Library

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

Franklin Templeton Institute investigates the AI investment boom to see if it is following the pattern of other investment waves or if it has distinctive features that can prevent it from going bust.

Innovation will reshape the global economy in 2026, according to Franklin Equity Group’s Jonathan Curtis. In this paper, he suggests AI, automation and digital infrastructure have moved beyond the tec...

Clarion believes that the US commercial real estate market is embarking on a new, more nuanced cycle where differentiated performance will be driven by property type and geography.

Clarion believes investors who align portfolios with evolving logistics occupier requirements should be best positioned to benefit from a recovery and secure superior long-term returns.

To succeed with today’s employees and future generations, the global workplace and retirement industry needs to envision a new era and delivery model.

Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses key spending, employment and other policy factors he is following as we look forward to 2026.

A convergence with syndicated loan market dynamics. Benefit Street Partners believes the upper middle-market direct lending landscape is evolving in response to changing market dynamics.