Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

AI leaders reshape the EM investment story
  • 13 Jul 2026

Emerging markets are rallying on stronger earnings and improving macro conditions, but growing concentration in AI-linked tech is reshaping risks.

China, new energy & changing trade
  • 10 Jul 2026

The nature of China and Australia’s relationship is shifting, driven by growing...

Frontier Markets Webinar: Navigating Geopolitical Shifts
  • 10 Jul 2026

Frontier Markets Webinar: Highlighting the resilience of Frontier Markets, attractive valuations versus EM, investment opportunities in Vietnam and the GCC, and key portfolio allocation considerati...

Emerging Market Debt Market Commentary: Q2 2026
  • 10 Jul 2026

EM debt rebounded in Q2 as hard currency spreads tightened and local markets gained on improving sentiment, though geopolitical and policy risks remained.

Global Asset Allocation Views 3Q 2026
  • 09 Jul 2026

Against a backdrop of resilient growth and a fading energy shock, we reaffirm our positive view on risk assets. In equities we favor the U.S., Japan and emerging markets. We overweight U.S. high yi...

Why consider factor investing in emerging markets?
  • 08 Jul 2026

Explore how factor investing in emerging markets can improve diversification, manage risk, and capture value through enhanced multifactor portfolio design.

How to Invest Smarter in the Race for Electrification
  • 08 Jul 2026

While opportunities abound across the energy value chain, renewables may come onstream the fastest.  As economies become increasingly electrified and power demand grows, the transmission, storage a...

Global Macro Insights: June 2026
  • 08 Jul 2026

In this latest perspective from Templeton Global Macro, global markets remained resilient in June despite ongoing geopolitical and inflation risks, with emerging markets continuing to outperform de...

Global Securities Lending: H2 2026 Market Trends and Outlook
  • 08 Jul 2026

As we head into H2 2026, Asia Pacific emerges as the new top revenue-generating region in securities lending and securities lending in emerging markets evolves.