Growth grinds, inflation grows: Franklin Templeton Fixed Income macro view

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In its latest macro report, the Franklin Templeton Fixed Income team notes that global markets will face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks... Read more continue reading

Aussie equities a ‘complete laggard’ compared to global peers, as Zenith favours US, Japan and emerging markets

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Australian equities are likely to remain under pressure in 2026, with a combination of limited domestic exposure to artificial intelligence and relatively tight local monetary policy making it difficult to... Read more continue reading

Australian investors urged to look beyond local property as global opportunities emerge

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For most investors, Australian direct property has always looked like a safe and grown-up choice – tangible, local, familiar. In comparison, global private real estate has often looked like the... Read more continue reading

A wider pitch: lessons from the largest football World Cup in history

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Key takeaways A 48-team football World Cup gives more nations a seat at the table — but not on equal terms. The same is true in markets. Emerging markets as... Read more continue reading

While markets watch SpaceX, a Russell rebalance rewrites the rulebook for both active and passive managers

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As SpaceX prepares for world’s largest IPO, investors should not overlook the June rebalance of the Russell 1000 Growth and Value Indexes, which will materially reshape exposures, especially among mega... Read more continue reading

Franklin Templeton expands active ETF suite with global systematic equity and income strategies

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Franklin Templeton has launched two new active ETFs on the ASX, bringing its local active ETF range to nine products and adding to a global trend that has seen inflows... Read more continue reading

Corporate capex provides solid footing for US equities

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Corporate capex is supporting economic growth in the US, according to Jeff Schulze, head of economic and market strategy at ClearBridge Investments. Artificial intelligence (AI) investment in data centers requires... Read more continue reading

Resilient to bubbles and bullets 

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Shock, adjust, continue The Iran war started more than three months ago now. Investors spent a lot of time in March trying to define different scenarios and predict how the... Read more continue reading

AI disruption fears are driving a disconnect in global small and mid-caps

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Global equities manager Fairlight Asset Management believes concerns about the potential impact of artificial intelligence are creating a growing disconnect between market valuations and business fundamentals across quality global small... Read more continue reading

Mag10 on the horizon, following SpaceX IPO

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Investors cannot afford to ignore artificial intelligence (AI), as the market capitalisation of the top global companies is set to leap to new highs – with upcoming IPOs from SpaceX,... Read more continue reading