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This month, we discuss the drivers of Japan’s still rising long-term bond yields and the upcoming BOJ monetary policy meeting—at which the central bank is expected to hike rates—and their overall i...
For the first time in a decade, the US university has lost its top position in the academic rankings, usurped by a Chinese institution.
Why have value stocks been more durable than expected in today’s uncertain market environment? Since early 2025, value stocks have enjoyed a strong run, defying market volatility driven by trade te...
ClearBridge Investments: In addition to a greater range of chips supporting AI development, several factors could cause the current cycle to last longer than expected.
In this month’s Allocation Views, Franklin Templeton Investment Solutions is optimistic about equities in the month ahead amid strong corporate fundamentals and resilient growth.
Japan and South Korea are challenging Western peers in a shifting research landscape.
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit...
Structural support for gold remains intact, with prices potentially reaching $5,500/oz by year-end. Record government debt, elevated stock-bond correlations, strong physical demand, and low fund ow...
US affordable housing has emerged as a compelling investment opportunity that also has the potential to address social needs.
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