Powering AI’s surging demand
Franklin Templeton
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1w ago
Artificial intelligence computing and its significant energy demands have caused the power and utilities industry to reassess electricity demand projections and the resources required to fulfill futur ..read more
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UK equities climb to all-time highs as Sunak faces general election wipeout
Franklin Templeton
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1w ago
Will the good times continue for the UK equity market in light of an upcoming election? Marcus Weyerer opines ..read more
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Quick Thoughts: When it comes to US elections, it’s the economy—perhaps
Franklin Templeton
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1w ago
Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover ..read more
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On My Mind: The twin roots of rising rates
Franklin Templeton
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1w ago
Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest ra ..read more
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Unlocking potential: How the corporate credit maturity wall may boost convertible securities
Franklin Templeton
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1w ago
Franklin Templeton Fixed Income examines the maturity wall for corporate issuers across the convertible and other credit markets, considers the costs of issuing debt and weighs the benefits of utilizi ..read more
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Digital assets bulletin
Franklin Templeton
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3w ago
This bulletin is a roundup of some the most important news and developments in the digital assets space, along with overall activity and price action for the top cryptocurrencies, blockchains and NFTs ..read more
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Passive decarbonization of sovereign bond portfolios: Are country targets sufficient?
Franklin Templeton
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3w ago
Western Asset explores the effects of emissions pledges by countries on bond portfolios and the possibility of net-zero alignment through passive decarbonization ..read more
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Quick Thoughts: Investment Ideas—Getting cash off the sidelines
Franklin Templeton
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3w ago
Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscol ..read more
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The rerating horserace
Franklin Templeton
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3w ago
Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along ..read more
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Will renewables survive the energy transition?
Franklin Templeton
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3w ago
ClearBridge Investments: While public funding for renewables may face increasing policy risk, regulators will continue to provide attractive returns for regulated utilities supporting the energy trans ..read more
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