Content Library

Tony Davidow explains why commercial real estate (CRE) debt may offer an alternative to stocks and bonds. CRE debt's historical performance, risk-adjusted returns, correlation to traditional investments, and its resilience during market downturns make it a potentially attractive option as a portfolio diversifier.

As emerging markets surge in 2025, China and South Korea stand out as compelling investment opportunities, according to Franklin Templeton’s Dina Ting, CFA. This article explores these countries’ recent performance and future prospects, highlighting what makes them attractive to investors.

ClearBridge Investments: We believe the underlying health of the labor market remains solid, despite the recent shocks. As the impacts from these shocks fade, the resilience of the US economy will once again shine through as we move into 2026 in the form of a pickup in job creation.

Benefit Street Partners believes private credit managers need to focus on the financial conditions during a fund’s investment period. Skilled managers know when to dynamically deploy more capital or pull back, as the weather changes.

Investors remain cautious. The AAII Sentiment Survey data continues to suggest the Wall of Worry remains in place.

US Congress passing the GENIUS Act paves the way for stablecoins to move from niche to mainstream. As a foundational building block in the digital asset infrastructure, Franklin Equity Group’s Anthony Hardy highlights potential benefits to the companies who adopt them.

Brandywine Global: Headline exports appear deceptively resilient amid frontloading efforts to avoid higher US tariffs, but incoming payback effects and growing risks could result in slowing Asian growth.