Insights Library

Analyzing the recent volatility in the software sector, Franklin Templeton Institute and Franklin Equity offer a quick take on the speed of AI disruption and its market implications.

Franklin Equity believes biotechnology supports a highly selective, active approach, focused on identifying companies best positioned to translate innovation into durable value.

Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.

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

Japan is undertaking its most significant economic and corporate transformation in a generation. The likely earnings tailwind from economic normalization combined with shareholder return enhancement t...

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his t...

This bi-annual outlook survey is designed to give a view across our investment teams. The expectations for 2026 are based on survey results from investment professionals across all asset classes. We a...

While most married couples benefit from filing joint tax returns, separate filing can be advantageous in very specific scenarios. Our Bill Cass examines how filing separately could offer an advantage.