Portfolio Construction

Critical intelligence on asset allocation and implementation across asset classes

Hedge Fund Strategy Outlook: Third quarter 2026
  • 16 hours ago

In this quarter’s outlook, Franklin Templeton Investment Solutions believes hedge funds remain well positioned to deliver diversification and alpha in the third quarter, favoring security selection...

Equities lead, bonds catch up
  • 16 hours ago

Equities remain favored but improving bond prospects lead to a more balanced allocation across asset classes.

Global Fixed Income Strategy Monthly Report | July 2026
  • 16 hours ago

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...

Global Insurance Solutions
  • 15 Jul 2026

Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.

A sense of style: why factor diversification matters now
  • 15 Jul 2026

We believe diversifying exposure across equity factors is important in today’s geopolitically fraught and concentrated markets. Historically, the quality factor has added ballast to portfolios.

Now More than Ever: The Case for Global Bonds
  • 15 Jul 2026

Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...

Signs from Sales
  • 15 Jul 2026

Year-to-date stock market returns have been driven by robust earnings growth. But when assessing the equity outlook, it’s important to ask what’s supporting the strong earnings trend.

TARGETING OUTCOMES
  • 15 Jul 2026

Emerging market debt is broad and inefficient. We examine when a total return, cash‑plus approach may better align portfolios with desired outcomes.

Pro Spotlight: ETFs Are in Her DNA
  • 15 Jul 2026

As head of ETF Capital Markets for Allspring, Molly Landes leads strategic relationships with key trading partners, overseeing the quality and efficiency of Allspring’s exchange-traded fund (ETF) t...