Consider This: ECB leads the rate-cutting charge
Following the ECB's latest rate cut, Kim Catechis, David Zahn and William Vaughan weigh in on the potential for further dovish shifts if the eurozone economic slowdown persists.
The US presidential election and the innovation ecosystem
The 2024 US presidential election could have broad and enduring implications for how and where innovation thrives, and for America’s continued leadership in new and emerging technologies.
Alternative Investments Mid-Year Outlook
As we move through 2024 the landscape for alternative investments remains dynamic. Understanding these nuances is crucial. Learn more from the Franklin Templeton Institute.
Listed infrastructure powers AI—and vice versa
The potential of AI and data growth to drive significant infrastructure investment represents an emerging long-term thematic driver for the listed infrastructure asset class, according to ClearBridge Investments.
Following the curves: AI trendlines and the case for long-term growth
The evolution of GenAI will bring revolutionary change that will enable innovation, accelerate growth and boost the efficiency of the global economy, according to Jonathan Curtis of the Franklin Equity Group.
The 2024 US presidential election’s potential impact on the energy transition
US policies supporting the energy transition could change depending on who wins the November election. This update from Templeton Global Equity discusses which investment trends are at risk and how the transition is likely to move forward.
Listed infrastructure: Seizing opportunities amid global change
As we navigate an era of rapid technological advancement and increasing emphasis on sustainability, infrastructure emerges as a crucial investment opportunity.
Emerging Markets Insights: Diverging growth trajectories
Emerging market equities continue to show resilience despite bouts of market volatility tied to elections and other factors. Get the latest insights and market outlook from Franklin Templeton Emerging Markets Equity.
Investment Horizons: Key themes shaping future returns
Too often, investors are preoccupied with the near term. That can lead to misjudgments, like recency bias, which assigns undue importance to current events. Obsessing over the near term may also obscure arising investment themes. And it can result in an underestimation of the fundamentals that anchor asset prices over time.
The critical role of high-quality impact reporting in sustainable investing
The world of finance is constantly changing, and one of the prominent trends is the increasing attention to GSS investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.