Sustainability

Sustainable and transition content for responsible investors

Strikes on Iran – assessing the market impact
  • 02 Mar 2026

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.

Future Quality Insights: market dislocation is creating entry points in quality growth stocks
  • 02 Mar 2026

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...

Equities: Lean Into the Disruption—Don’t Fight It
  • 02 Mar 2026

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...

Equities: Navigate the AI and Tariff Disruption—Don’t Fight It
  • 02 Mar 2026

CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...

On My Mind: Iran—Early considerations on market impact
  • 02 Mar 2026

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.

Ultra-short-dated credit: steady returns in a changing rate environment
  • 28 Feb 2026

How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.

The value of dividend growth strategies to portfolios today and beyond
  • 27 Feb 2026

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.

Emerging Market Engines Shift into High Gear for Equity Investors
  • 27 Feb 2026

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...

How economic factors impact asset performance
  • 27 Feb 2026

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...