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Market Outlooks
Quick Thoughts: Artificial intelligence—A primer
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Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Market Outlooks
Fitch’s downgrade of the US—Interesting timing with muted market reaction
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Western Asset: Our initial assessment of the impact that Fitch’s rating downgrade of US credit may have on fixed-income investments.
Market Outlooks
The Case for Semiconductors
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Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Market Outlooks
Market Week in Review: U.S. Q1 GDP growth revised upward
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Emerging Markets Insights | June 2023
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A greener future.
Market Outlooks
Market commentary | June 2023
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Western Asset: With inflation coming down and the economy softening, we think the Fed is in a position to pause its rate hikes.