Explore our latest market insights and research
July 24, 2026
Moving from the edge to the centre of the global economy. Templeton Global Investments suggests emerging markets are driving global growth but remains overlooked by investors.
July 22, 2026
As the midterm elections approach, investors may want to consider how the prospect of divided government could affect the policy assumptions behind key investment themes.
July 22, 2026
Templeton Global Investments suggests AI is driving demand for climate infrastructure while improving efficiency, creating broad investment opportunities across energy, grids, cooling and industrial supply chains.
July 22, 2026
Mega IPOs could mark the next phase of the AI investment cycle, bringing mature private companies to public markets and reshaping market leadership.
July 22, 2026
The latest Innovation Insights from Franklin Equity covers plant-inspired technology, gene therapies that point the way to longer lives, AI-powered World Cup analytics and more.
July 21, 2026
Western Asset: The Muni Monthly covers performance, supply and demand technicals, fundamentals and valuations.
July 21, 2026
Resilient earnings, improving industrial activity and the AI investment cycle should continue to support equities, according to Putnam Investments’ Shep Perkins. But the same forces driving the market higher are also making companies harder to value.
July 21, 2026
Benefit Street Partners suggests avoiding a SaaSpocalypse requires lenders to look beyond software exposure and assess the durability of a company's competitive moat in an AI-driven world.
July 21, 2026
To capture the AI growth opportunity today, most investors buy shares of AI-aligned companies and related verticals. But will the same playbook work for agentic AI? Sandy Kaul, Head of Digital Assets and Innovation explains.
July 21, 2026
ClearBridge Investments global growth portfolio manager, Michael Testorf explores why now could be a pivotal moment for international equity investors.