Critical intelligence on asset allocation and implementation across asset classes
Investors have long assumed that green bonds carry a “greenium,” requiring lower yields than comparable conventional bonds. While this was often true in the market’s early years, growing market dep...
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...
Asset Allocation: “Peace Piece” or the archipelago of interdependencies Benjamin Melman, Global CIO AM & Michaël Nizard, Head of Multi-Asset & Overlay
Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.
A review of the week’s top global economic and capital markets news.
Explore the relationship between emerging markets growth differentials versus developed markets, and US dollar cycles.
William Blair macro analyst Richard de Chazal discusses how the Iran conflict, AI-driven investment themes from William Blair’s 46th Growth Stock Conference, persistent inflation pressures, and Kev...
Investment Research
Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...
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