While U.S. consumer sentiment has broadly held up, it may begin to crumble in certain segments, potentially impacting the sector at its most important time.
In this quarterly update, Western Asset believes global labor markets are experiencing significant changes driven by both cyclical and secular factors, with regional variations requiring tailored p...
By holding rates steady, the BOJ avoided jolting markets—but its decision came amid mounting pressure. Yen weakness is testing the bank’s inflation-fighting credibility and signals that time may be...
Andy Richman's update following the October Federal Open Market Committee meeting.
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.
The Net Zero Banking Alliance (NZBA) has formally ceased operations as a member-based organisation, following a vote by its remaining members. This marks the end of what we believe is one of the mo...
What are evergreen funds, why are they growing rapidly, and what role could they play in your portfolio?
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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