Franklin Templeton Investment Solutions Insights

Dina Ting explores the question: Have investors missed Taiwan's AI boom?

In this month’s Allocation Views, inflation and policy are the major concerns for markets at present as global growth remains resilient. Franklin Templeton Investment Solutions explores the implicatio...

What might happen if investors looked beyond a US-only allocation—not only through broad emerging-market exposure, but also through targeted country allocations based on their investment convictions?

Alternative investments can enhance portfolio outcomes, but success depends on a disciplined, well-resourced approach that carefully navigates complexity, liquidity, and manager selection while taking...

At the start of this year, many investors questioned whether equity markets had become too reliant on a handful of AI winners. Dina Ting and Marcus Weyerer take a more nuanced view into how broadly th...

In this quarter’s outlook, Franklin Templeton Investment Solutions believes hedge funds remain well positioned to deliver diversification and alpha in the third quarter, favoring security selection ov...

As some of the world's largest private companies edge closer to public market listings, investors are focused on valuations and IPO headlines. Dina Ting explains why the more important question may be...

As markets broaden beyond mega-cap technology stocks, dividend-oriented strategies are attracting renewed attention. Learn more from Dina Ting.