Explore our latest market insights and research
August 25, 2026
How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets
August 24, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
August 24, 2026
Royce Investment Partners: Even with a triple-digit positive return off the April 2025 low, many investors seem unaware of this target-rich, broad, and diverse subset of the small-cap universe.
August 21, 2026
What might happen if investors looked beyond a US-only allocation—not only through broad emerging-market exposure, but also through targeted country allocations based on their investment convictions?
August 21, 2026
Western Asset examines the implications of the US Treasury’s announcement to at least double the size of its long-term bond buybacks.
August 19, 2026
Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
August 19, 2026
Royce Investment Partners: Chris Clark and Francis Gannon discuss how US small-cap stocks can offer an on ocean of opportunities.
August 18, 2026
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 also provide our predictions on inflation, recession, asset class performance and more.
August 18, 2026
Why Europe deserves another look. Global businesses with European listings, a more pragmatic policy backdrop and growing corporate interest are creating selective opportunities for investors willing to look beyond the region’s headline discount.
August 18, 2026
The infrastructure opportunity is broadening. The payoff may be far more selective.