Consider how global mega forces are impacting portfolios
Fears over artificial intelligence are unsettling developed market financial assets. Felipe Berliner explains why demographics and abundant natural resources should place emerging markets on firmer...
AI is forcing investors to rethink business models and the embedded risks. For private credit, distinguishing durable cash flows from disruption risk has become critical, argue Rafael Torres and Gi...
Analyzing the recent volatility in the software sector, Franklin Templeton Institute and Franklin Equity offer a quick take on the speed of AI disruption and its market implications.
As Team GB heads towards its most successful gold medal haul at the Winter Olympics, one image from the Games stood out for me - not of a podium moment but of a near miss. Andrew Musgrave finished...
Emerging-market (EM) corporates have a track record of resilience across market cycles. For over a decade, EM corporate bonds have allowed for participation in rising markets, while exposing invest...
In this episode, we discuss the emerging consumer metaverse with Sean Mann, CEO of RP1. He sees the emergence of smart glasses as a key computing paradigm shift, connecting people with their envir...
Three shifts: rotation from Tech to old economy sectors; AI driven dispersion in Tech; and higher risk from Tech concentration are underscoring the value of diversification.
AI capex is overtaking R&D—reshaping markets. Explore risks, moats, and how Active Quant navigates the shift.
From automating entire workflows to unlocking trillions of dollars in new enterprise value, AI is transforming vertical software. Learn why industry-specific platforms are poised to lead the next w...
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