Explore our latest market insights and research
October 8, 2026
Stephen Dover and Larry Hatheway examine what the recent rise in Treasury yields means for equities—and how inflation fits into the equation.
October 7, 2026
Templeton Global Investments suggests emerging market leaders are evolving from scale-driven manufacturers to innovation-led global competitors across sectors such as AI, electrification and biotech.
October 7, 2026
The recent weakness in consumer discretionary stocks creates opportunities in businesses where the market may be overly pessimistic, according to Templeton Global Investments.
October 7, 2026
Rising interest rates can affect more than investment portfolios. Explore how changing IRS interest rates may influence several estate, charitable and tax-planning strategies.
October 6, 2026
Western Asset’s Ion Dan explains why he thinks the fundamental case for agency mortgage-backed securities has strengthened.
October 6, 2026
Attractive yields support income opportunities, but tight credit spreads call for selectivity. Franklin Templeton Fixed Income believes investors may favor high-quality, short- to intermediate-maturity bonds, with emphasis on security selection, while limiting longer-duration. Municipal bonds also stand out, offering compelling tax-exempt yields.
October 6, 2026
Featuring Matt Hodan, Lexington Partners
October 5, 2026
In this month’s issue, AI, energy and robotics are creating new opportunities in emerging markets, but selectivity remains key as policy, cost and execution risks evolve.
October 5, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
October 5, 2026
Municipal bonds faced a challenging September as rising yields, record supply and tax-loss selling pressured the market. The Franklin Templeton Fixed Income team examines recent performance, resilient credit fundamentals and increasingly compelling tax-exempt income opportunities, and relative valuations following the month’s sharp market dislocation.