Insights Library

Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”

A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selectiv...

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

According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal defi...

Franklin Templeton Institute sees attractive opportunities in core bond-plus strategies, supported by elevated yields and resilient credit fundamentals.

For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the next ...

As reserve managers look toward the final quarter of 2026, Western Asset explores how several relationships that have long informed portfolio decisions are becoming less predictable.