Consider how global mega forces are impacting portfolios
In an environment marked by the return of inflationary tensions, the rise of AI, and the reshaping of geopolitics, Michaël Lok believes that markets are entering a new cycle.
AI has certainly delivered for investors in the enablers but what about users? Unemployment is trending up in some countries, US productivity growth is rising and profits have been strong.
In 2H 2026, Japan equities could be supported by rising real wages, domestic demand, and a broadening market rally beyond AI leaders.
Illiquidity premia and manager skill can play key roles. Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including...
The rally in U.S. equities continued in May, with the S&P 500® posting 11 all-time closing highs during the month. A key catalyst for the market’s upward march has been optimism surrounding compani...
Franklin Equity’s Evan McCulloch and Akiva Felt look at five trends shaping the biotech landscape, what they mean for investors and why they highlight the long-term growth story for the sector.
An award-winning engineering and climate utility resilience assessment helped a global semiconductor manufacturer quantify interruption risk and secure an extra $100M in utility limit.
The era of AI-driven autonomous transactions is approaching, promising unmatched efficiency but also new challenges for finance functions. Our latest article explores the rise of agentic commerce a...
Martin Leinweber, CFA, Head of Digital Asset Research & Strategy
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