Is the AI bubble real? Explore key insights on valuation, growth, and risks in AI investments. Separate hype from hard data.
Global growth is confounding bearish narratives and remains resilient.
It's easy to say that 2025 has been a turbulent year for markets, but was it really? We feel the story of 2025 was one of persistent external noise that generated headlines but did not ultimately...
After a record 43-day US government shutdown, policymakers will regain access to key economic data.
Global markets are navigating a complex landscape shaped by policy divergence, trade tensions, and the unwinding of US exceptionalism. While the US remains a leader in technology and innovation, it...
The global economy appears to be undergoing a period of “global rewiring” on a number of fronts Read what Templeton Global Macro professionals see ahead in their Quarterly Economic Outlook.
In Jan’s latest investment outlook, he explains his cautious optimism heading into year-end, amid AI’s expanding footprint, fiscal progress and tightening credit conditions.
Global bond markets continue to offer attractive real yields, but the landscape is shifting as monetary policy pivots towards easing and economic growth concerns rise.
How might capex spending on artificial intelligence be impacting credit spreads?
ClearBridge Investments: Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastruct...
Japanese equities rose in October, supported by strength in AI-related stocks and improved sentiment following Prime...
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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