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Investor respondents to PM 700 are displaying an even keener appetite for infrastructure equity and infrastructure debt investments.
What are the risks to a soft landing, and what tactical opportunities can investors exploit in the ongoing carry environment?
Bond credit spreads have fallen over the past three years, prompting us to reassess the attractiveness of this asset class.
David Zahn, CFA, FRM, Head of European Fixed Income at Franklin Templeton Fixed Income and the Franklin Templeton sustainability team reveal why plastic pollution is not just an environmental crisi...
Heading into 2026, the consensus view is broadly constructive: accelerating growth, easing inflation, lower interest rates, and another leg higher for equities. We don’t disagree with this directio...
In the first decade of the 21st century, “everyone” assumed that hedge funds posed the greatest risk to financial stability. A committee of top regulators rushed to get ahead of the inevitable acci...
The turnaround in Japan’s macroeconomic performance in the years since Shinzo Abe’s 2012 election has been nothing short of remarkable. After contracting by 0.7% in yen terms over the prior two dec...
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