Insights Library

Franklin Templeton Institute considers reserve management in portfolio terms in this paper, incorporating the need for managers to deliver adequate risk-adjusted returns while also addressing liquidit...

With oil prices and energy stocks at higher level, how can investors navigate a sector driven by geopolitics and volatility? This month’s Global Equity Pulse reveals why looking beyond commodity price...

Municipal bonds faced a choppy March as rising rates and heavy supply weighed on returns. With yields elevated and relative value attractive, the Franklin Templeton Municipal bond team feels municipal...

Franklin Templeton Institute examines the evolution of private credit, its risk/return characteristics, and why commercial real estate debt represents a viable alternative to traditional fixed income ...

In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge centr...

The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.

In this quarter’s outlook, uneven macro signals and growing divergence between surface-level calm and underlying market fragility define the 2026 investment backdrop. Find out what this means for hedg...

Considering the constructive economic and market outlook, ClearBridge Investments believes the market will ultimately climb today’s wall of worry as investors’ leading fears are assuaged.