Insights Library

History suggests that the Fed’s first hike is not the problem; overly aggressive tightening is. Markets have generally absorbed rate-hiking cycles well, with volatility creating opportunities for long...

The US Treasury market is entering a new era. Financing government debt is becoming less about capital availability and more about the yield required to attract it.

The inflation outlook deteriorated, while growth remained resilient despite weakening household purchasing power, according to Franklin Templeton Fixed Income. AI-related investment continued to suppo...

Franklin Templeton Investment Solutions believes increasing market dispersion is creating attractive opportunities for hedge funds, with returns likely to be driven more by security selection and acti...

With recession risks still low, higher real yields and a patient Federal Reserve are creating opportunities in global equities and emerging market bond, according to Jeff Schulze, Head Investment Stra...

The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy pres...

Matt Moberg answers five questions about AI’s next phase.

Global income strategies diversify income sources across equities, bonds and structured solutions to deliver resilient cash flow and long-term return potential according to Templeton Global Investment...