Insights Library

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

Wendy Li spent 20 years working with large endowments and foundations before founding Ivy Invest. In the latest Alternative Allocations, she discusses how institutions approach illiquid investments, t...

The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury yie...

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...

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters...

Municipal bonds led the pack in April—powered by strong inflows and heavy new issuance—while resilient state and local credit fundamentals continue to support the market. The Franklin Templeton Munici...

Claiming Social Security is a critical financial decision, but it doesn't have to be permanent. This article explores three strategic options—withdrawing your application, suspending benefits, or retu...

ClearBridge Investments suggests investors could use volatility as an opportunity to deploy capital, while modestly favoring the stronger earnings revisions and more reasonable valuations available in...