How the Franklin Core Enhanced Equity strategy extracts conviction from fundamental portfolios and turns it into a usable signal.

A closer look at the role of conviction and why it is not fully captured by traditional factor approaches.

’We’re excited to invite you to Macro moments, a new, four-part thought leadership series from the Franklin Templeton Institute hosted by global investment strategist Michael Browne. Join Mike and his guests as he explores significant moments that will shape the financial markets for years ahead. 

The year 2025 has so far brought significant volatility to AI technology stocks. In an interview with Putnam Investment’s Director of Research Kate Lakin, Franklin Templeton Institute’s Stephen Dover explores the current state of and compelling long-term potential in AI technology. They delve into the factors shaping the sector and uncover opportunities in this dynamic market.

Join Martin Currie CIO Michael Browne and members of the UK equity investment team as they explore the year ahead. How will UK plc navigate 2025 and what opportunities exist in the ever-evolving financial landscape? The team will share their key investment considerations for 2025

Inauguration over, we’ll be analysing the early days of the second Trump presidency for clues about the future direction of the US stock markets

Royce Investment Partners: Co-CIO Francis Gannon looks back at a highly eventful recent period for stocks, and for US small-caps in particular.

Now the dust has settled on Labour's first budget, Richard Bullas reflects on what it means for the UK's equity markets.