Investment analysis for yield and duration-focused investors
Get an in-depth outlook on private credit and equity, real assets, and hedge funds from our alts experts, including positioning and insight on valuations, fundamentals, and trends.
The search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance to try to understand whether strong, positive cycles offer clues to more efficient alloca...
Find out our base case for equities and fixed income, and explore the importance of resilient portfolios in a world where capital is on the move and inflation risks are rising.
Explore opportunities and risks across the private credit universe, and find out why we don’t see systemic risks stemming from the asset class.
Is private credit the next subprime crisis? Explore risks, CLO data and why systemic threats may be lower than during the global financial crisis.
EM debt pushed higher in May, with hard currency leading the way as spreads tightened and local markets navigated a firmer dollar and global uncertainty.
The ECB raised rates in June in an attempt to curb inflation, in line with our expectations.
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