Explore our latest market insights and research
September 23, 2026
ClearBridge Investments: While the AI trade absorbs nearly all available investor attention, owning energy covers our absolute risk while creating the risk budget to cover the AI relative risk more effectively.
September 23, 2026
Trump Accounts are now available nationwide. Explore how the new tax-advantaged accounts work, who can contribute and key considerations for families evaluating their long-term savings options.
September 21, 2026
ClearBridge Investments: High-quality dividend growers outside technology could offer attractive income, inflation offsets and downside risk mitigation as momentum in AI-related stocks shows signs of fatigue.
September 21, 2026
Dina Ting explores the question: Have investors missed Taiwan's AI boom?
September 21, 2026
Global growth remains resilient but uneven. In the United States, expansion is supported by private demand, a stable labor market and AI investment, while Europe and Japan continue to show surprising strength despite ongoing risks.
September 21, 2026
Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.
September 21, 2026
Convertible securities offer a blend of equity upside and bond-like stability, with growing issuance and diversification benefits that can help reduce overall portfolio risk.
September 21, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
September 17, 2026
Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.
September 17, 2026
Equity market leadership is shifting. In the latest episode of Talking Markets, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, to unpack how it happened—and what comes next.