
Emerging Markets Insights: Opportunities in China’s Consumer Market
August 7, 2026
This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.
Each week, Franklin Templeton Institute's Head Market Strategist, Chris Galipeau cuts through the noise with fresh, high-conviction views on equities, inflation and the global economy—so you're always one step ahead.
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years of asset management experience
(USD) total assets under management 1
For the second consecutive year, Franklin Templeton’s Retirement Advantage target‑date series has won more LSEG Lipper Fund Awards than any other target‑date suite.2

August 7, 2026
This month’s Emerging Markets Insights looks into opportunities among consumer market leaders amid a weak economic environment in China.

August 6, 2026
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski. Stronger-than-expected growth, resilient consumers and broader corporate investment suggest the economy remains on firm footing, while markets are repricing a higher neutral rate. For investors, elevated real yields may make bonds increasingly attractive relative to equities.

August 5, 2026
The first phase of the AI boom rewarded companies that supplied the hardware. The next phase may favor companies that can turn AI investment into lasting profits. Find out more from Templeton Global Investments.
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1. AUM is as of 3/26.
2. Fund Awards: Putnam Retirement Advantage 2035 Fund, Best Mixed Asset Target 2035 Fund Over 3 Years; Putnam Retirement Advantage 2035 Fund, Best Mixed Asset Target 2035 Fund Over 5 Years; Putnam Retirement Advantage 2040 Fund, Best Mixed Asset Target 2040 Fund Over 5 Years; Putnam Retirement Advantage 2045 Fund, Best Mixed Asset, Target 2045 Fund Over 3 Years; Putnam Retirement Advantage 2045 Fund, Best Mixed Asset, Target 2045 Fund Over 5 Years; Putnam Retirement Advantage 2050 Fund, Best Mixed Asset Target 2050 Fund Over 3 Years; Putnam Retirement Advantage 2050 Fund, Best Mixed Asset Target 2050 Fund Over 5 Years; Putnam Retirement Advantage 2055 Fund, Best Mixed Asset, Target 2055 Fund Over 3 Years; Putnam Retirement Advantage 2055 Fund, Best Mixed Asset, Target 2055 Fund Over 5 Years; Putnam Retirement Advantage 2060 Fund, Best Mixed Asset Target 2060 Fund Over 3 Years; Putnam Retirement Advantage 2060 Fund, Best Mixed Asset Target 2060 Fund Over 5 Years; Putnam Retirement Advantage 2065 Fund, Best Mixed Asset Target 2060+ Fund Over 3 Years. View all the awards methodology here.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
The Lipper Fund Awards Methodology: The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology, which can be viewed here.
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