Thematic / Megatrends

Consider how global mega forces are impacting portfolios

From the ground up: How we assess miners within our sustainable investing approach
  • 25 Sep 2026

Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts.

Our best emerging markets ideas
  • 25 Sep 2026

Investment specialist Amy Leishman breaks down our top emerging markets picks, from internet technology (Tencent) to semiconductor (TSMC) and fintech/e-commerce (MercadoLibre). Link to collection page

More of our best private growth ideas
  • 25 Sep 2026

Investment specialist Lucie Majstrova explores why we back Wayve, Altruist and ByteDance, three private growth companies with opportunities spanning autonomous driving, wealth management and digita...

Global Resilience Sunshine Despite Very Cloudy Skies
  • 25 Sep 2026

A new Citi Research report looks at our "global resilience" narrative, which has stayed firmly intact as the global economy's production side has grown more flexible and adaptable and AI spending h...

Exploring On-Behalf-Of Payment Models
  • 25 Sep 2026

As corporate treasurers continue to navigate the complexities of global payments and liquidity management, many are turning to advanced structures to build the treasury of the future.

Impact Investing vs. ESG: Defining Mission-Aligned Investing
  • 25 Sep 2026

Ask ten investment professionals what "mission-aligned investing" means and you are likely to get ten different answers. Some will say environmental, social and governance (ESG). Others will say im...

Letter from the CIO AM: A New Paradigm for the Markets: Active Management Matters More Than Ever.
  • 25 Sep 2026

"Growth is robust, particularly in the United States, and the rise of artificial intelligence is driving growth across many sectors."

Impact Report 2026
  • 25 Sep 2026

The Franklin Templeton Fixed Income Impact Report 2026 showcases how sustainable investment strategies are driving measurable environmental and social outcomes across global markets. This year’s re...

How exposed are CLOs to AI disruption?
  • 25 Sep 2026

Considering the risks posed by AI to technology and software loans.