Insights across sectors, themes, factors, countries and more
A 2-minute read on market trends, including performance data covering S&P DJI's index solutions for equities, fixed income, multi-asset, commodities, and factors
In the latest episode we discuss the potential economic impact – on inflation, growth and global trade – of Trump’s bombshell tariff announcements.
Almost 11 million Brits – 16% of the population – have a gym membership. This number has been steadily increasing since 2022 and is now higher than the last peak in 2019. Evidence from CBRE’s Consu...
How are public pension systems addressing the demographic challenge? Tracking the reforms and comparing sustainability
US policy announcements brought market volatility in March, as concerns over tariff-induced inflation increased uncertainty. Franklin Templeton Investment Solutions shares insights on this and more...
In this commentary, written on 31 March 2025, portfolio manager Tim Acker discusses the performance and positioning of the Allan Gray Equity Fund during the...
Asian economies and credit markets are set to stay resilient despite US tariffs and we see the trade war accelerating positive trends in the region.
The use of tokenisation within Money Market funds (MMFs) is starting to change the way investors think about liquidity management by leveraging blockchain technology to enhance traditional funds in...
We provide insights on preparing portfolios for further volatility, and we note that severe drawdown periods can often create opportunities.
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