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ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.
In this month’s Allocation Views, Franklin Templeton Investment Solutions suggests a cautious optimism on equities despite recent market volatility.
The "Alternative Allocations" podcast is celebrating its two-year anniversary. Join us as we look back at our journey and reveal the top 10 episodes from our first two seasons.
With traditional equity-bond diversification under strain – and global equity markets looking increasingly concentrated – is now the time for insurers to consider infrastructure equity?
Markets are serving a full feast in 2025—stocks, bonds, and commodities. See what investors piled on their plates in November and why diversification wins.
Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher borrowing costs, limited access to traditional debt and volatile capital...
Markets enter 2026 with high hopes but little room for error. See why tight spreads, Fed bets, and AI optimism shape our fixed-income outlook.
Our fixed income outlook reflects a preference for sovereigns over credit, while the EM debt opportunity warrants attention. Discover what awaits in 2026.
Alternatives offer income, diversification, and growth as traditional portfolios face rich valuations, correlations, and shifting policy uncertainty in 2026.
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