Find the latest macro analysis and insights
Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
The Amova Asset Management Global Investment Strategy Committee remains constructive on global growth and does not anticipate an imminent recession. However, its base case depends on interconnected...
This week saw renewed investor confidence that economic growth can continue without reigniting price pressures.
• The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wa...
Weekly takes on macro stories and market trends shaping the investment world
What is the Nasdaq? More than an exchange or index, it reflects growth leadership and the companies shaping today’s—and tomorrow’s—economies. See why.
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
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