Consider how global mega forces are impacting portfolios
Recent AI-driven volatility within the tech sector is fueling increased dispersion across the leveraged loan market with pronounced effects on CLOs.
China's electrification strategy drives renewable energy adoption, grid modernization, and industrial growth in EVs, AI, and advanced manufacturing sectors.
Japan is entering an exciting new phase, with several advantages that distinguish it from other major markets. There will inevitably continue to be periods of volatility as geopolitical tensions pl...
As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templet...
Shares of mega-cap software companies recently fell amid fears that agentic AI could replace them entirely. Here’s why those concerns may be overblown and how to spot the real AI winners.
Managing Director, is Head of Investment Platform. He is responsible for identifying synergies across our investment platforms and optimizing. This includes leveraging the strengths of our investme...
Explore the evolving ESG landscape, where shareholder power is shrinking in the US but growing in South Korea. Discover the future of investor influence.
In mining, advantage rarely comes from the technology itself. It is shaped by how effectively it is applied to the problems and opportunities experienced by our teams, how well it is integrated int...
AI is undermining traditional software. But it is forcing companies to reinvent themselves.
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