Emerging Markets

Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.

Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.

We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.

Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.

U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.

Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.

The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.

Historical trends are being permanently broken in real time as mega forces, like the rise of artificial intelligence (AI), transform economies.

How to unlock value in a complex market landscape.

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.

The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.

While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.

A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.

At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.

The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.

In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.

We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.

While politics garner headlines, fundamentals drive the market over the long term.

The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.

The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.

The 2024 wild ride has proven to be a continuation of last year’s.

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.

Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.

The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?

As Germany and France head into another year of near-zero growth, it is clear that Keynesian stimulus alone cannot pull them out of their current malaise. To regain the dynamism and flexibility needed to weather US President-elect Donald Trump’s tariffs, Europe’s largest economies must pursue far-reaching structural reforms.

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

Another election season has come to an end. While there are opposing feelings about the outcome of the election, I think everyone agrees that they are happy it is over.

The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.

We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

Not everyone is ready to give thanks for moderating food prices.

On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.

As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.

New ideas are never as easy as they sound in campaigns.

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.

This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.

It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.

Rick Raczkowski, PM, Relative Return Team, Loomis, Sayles & Company, discussed how the team views fixed income investing looking ahead.

Sticky underlying price pressures could prevent a faster return to neutral monetary policy.

US President-elect Donald Trump's administration will face a wary, inflation-sensitive public and a Chinese regime that is well prepared to pursue large-scale retaliation. If it is serious about introducing new tariffs, it will need to clarify its priorities and then choose among conflicting policy goals.

U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.