Sustainability

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

South Korea remains one of Asia’s most compelling equity stories, but it is no longer a simple “buy the index” market, according to Franklin Templeton Institute’s Christy Tan.

Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.

Insights from Franklin Templeton's webinar with Ehren Stanhope of Canvas and Brent Sullivan of Tax Alpha Insider

South Korea remains one of Asia’s most compelling equity stories, but it is no longer a simple “buy the index” market, according to Franklin Templeton Institute’s Christy Tan.

Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.

Western Asset: Recent conservative election wins in Colombia and other countries, along with Brazil’s pivotal upcoming vote, are drawing renewed investor interest to the region and signaling a potential political and economic shift.

Western Asset: Emerging markets are benefiting from improved investor sentiment and lower oil prices amid geopolitical shifts, while persistent inflation risks and slow real economic recovery underscore the importance of selectivity for fixed-income investors.

Clarion Partners: The convergence of long-term structural drivers and emerging cyclical tailwinds suggests the industrial sector may be approaching an inflection point, with conditions increasingly supportive of new development.

Thoughts from Western Asset on the closing of the Straight of Hormuz (again).

Western Asset: Reserve managers' decisions on EM debt go beyond investment potential—they must also weigh considerations such as governance, resources and liquidity.

With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.

Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.

SpaceX’s record-setting IPO marks an important moment for both private and public markets. Learn more from the Franklin Templeton Institute.

A Roth conversion can create tax-free retirement income, but it may also generate a tax bill. Learn how certain deductions and losses may help offset conversion income.

Many investors are acting as if the US-Iran conflict is settled. But for now, the agreement looks more like the beginning of a process than the end of one, according to Western Asset.

SpaceX offers a valuable case study of trends in private and public equity markets and how firms can make strategic choices to become attractive growth investments.

The US/Iran conflict has unnerved some investors in Indian equities, with many concerned about the risks higher energy prices pose to earnings, inflation and sentiment. However, investors should keep in mind that India’s macroeconomic vulnerability is lower than in past cycles. Templeton Global Investments examines the investment case.

Mega initial public offerings like SpaceX are bringing large private-market platform companies into public markets, raising important questions about valuation, liquidity, index inclusion and durable economics

A convergence of product innovation, greater access to institutional managers, and evolving regulation is making private markets a more viable and valuable diversification tool for DC plan investors.

This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance to try to understand whether strong, positive cycles offer clues to more efficient allocations across hard-currency and local-currency debt.

A humorous mix-up between LLMs and LMMs leads to a broader point: whether it's AI-generated summaries or ETFs, simple user experiences often depend on sophisticated underlying infrastructure. David Mann, our Head of Global Exchange-Traded Funds Product and Capital Markets, discusses technologies such as AI and tokenization that may help shape the next chapter of ETF innovation.

Global markets face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks stay on alert. Tech and artificial intelligence investment continue to support the United States, Europe wrestles with a fresh inflation shock, and Japan shows resilience. But rising costs, supply strains and policy uncertainty cloud the outlook.

Royce Investment Partners: In the midst of a rally, Co-CIO Francis Gannon looks at how valuations for the small- and micro-cap indexes compare to large-cap—and why earnings remain key to market leadership.

Paweł Wróblewski, Portfolio Manager at ClearBridge Investments, breaks down three powerful macro drivers reshaping the global investment landscape.

ClearBridge Investments: In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.

Clarion Partners: Outpatient medical buildings are emerging as an increasingly integral component of CRE portfolios, supported by demographic growth, needs-based demand drivers, and historically attractive risk-adjusted returns.

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be how these companies enter indexes—and whether investors really understand the exposures they own.

In this month’s Global Equity Pulse, Templeton Global Investments makes the case for a recovery in the health care sector.

Following a turbulent period in the immediate aftermath of COVID, Clarion Partners believes senior housing’s recovery has generated an attractive entry point for investors and that the sector is poised to outperform.

Episode 38: Dana D’Auria, Chief Investment Officer of Envestnet Solutions, discusses building newer types of model portfolios that can include private market investments.

As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.

The latest Emerging Markets Insights discusses companies across various sectors that have expressed cautious optimism for the second half of 2026 despite ongoing geopolitical pressures and higher input costs. Templeton Global Investments highlight what they observed at a recently attended summit.

The IPO market has been waiting for a reset. Thoughts on the latest shifts in the tech sector from Franklin Equity’s Jonathan Curtis and Matt Cioppa.

As the population ages, municipal credit is evolving. Jennifer Johnston, Director of Municipal Bond Research at Franklin Templeton Fixed Income, breaks down what the “Silver Tsunami” means for key healthcare sectors and investors in the final part of this two-part muni credit research series.

As the traditional buyer base for US Treasuries shifts toward more price-sensitive, yield-dependent investors, rising long-end yields reflect a structural market adjustment, according to Western Asset.

ClearBridge Investments suggests robust corporate earnings should continue to provide a solid market foundation, making investors inclined to continue to “buy the dips” should pullbacks emerge..

Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.

Birth rates are falling and municipal bond credits are diverging according to Jennifer Johnston, Director of Municipal (Muni) Bond Research, Franklin Templeton Fixed Income. Find out what this means for investors in part one of this two-part muni credit research series.

As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templeton, explores what’s driving this shift and highlights three different approaches to tokenization.

The Franklin Templeton Fixed Income team believes that the US economic outlook at this stage likely doesn't warrant additional monetary easing; however, outside the United States, economic growth still faces some challenges and suggests proceeding with caution. Read more in their latest Sector Views.

Long-short strategies could offer larger and more consistent tax benefits compared to long-only direct indexing.

The modern portfolio theory framework is now well over 50 years old. As the industry shifts from client-centric to consumer-centric portfolios, this personalization is likely to align portfolios with investor’s goals, increasingly reflect their life preferences and serve as a gateway to rewards and benefits.

Beneath the daily headlines, powerful long-term forces are changing societies, driving technology and compelling geoeconomic logic to shape our future world. Learn about Deep Water Waves in this update to our multi-year series.

Direct indexing is a tax-aware solution with broad applications. This article addresses the most common objections and misconceptions we hear from advisors.

Roger Paradiso, Head of Custom Client Solutions, explores how Canvas represents the evolving needs of the "portfolio of the future." It empowers advisors to deliver exceptional results for their clients, aiming to provide advisors a single, intuitive portfolio management system to manage their entire client base, eliminating the need for multiple software platforms and complex workflows.

Enabled by advances in technology, commission-free trading, and more, Custom Indexing now allows investors to build portfolios that are personalized to their specific situations and preferences.

When we launched Canvas in 2019, direct indexing was a sleepy corner of the market and custom indexing didn’t exist. Today, these twin categories have great velocity.

OSAM has a long history of managing factor-based investment strategies in a manner that reduces real-world costs and delivers strong investment results.

Innovations do not occur in a vacuum. Instead, they often represent the moment that independent paths of evolution and ideas converge

On Canvas’s 1-year anniversary, we coined the term custom indexing and were intentional about it.