Sustainable and transition content for responsible investors
Markets face a significant – but not yet destabilising – shock after the US and Israel launched strikes against Iranian military targets. The immediate implication is a repricing of tail risks.
The broad rotation away from quality and defensive businesses towards deeper value and more cyclical areas appears largely complete. While style rotation has been an important driver of returns, it...
CIO Weekly Perspectives | March 02, 2026 Equities: Lean Into the Disruption—Don’t Fight It There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean int...
CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...
Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.
How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.
In times of uncertainty, pivoting away from concentration and leveraging the stability of a dividend growth strategy with SDY can potentially help investors reduce the impact of volatility.
Earnings growth could continue energizing an emerging-market stock recovery. After underperforming for much of the last decade, emerging-market (EM) equities rebounded nicely in 2025. Is it too lat...
Learn how economic forces uniquely impact different asset classes. Uncover why macroeconomic-environmental diversification, not just asset class diversification, may help build wealth over the long...
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