Power, conflict and complacency: Why energy markets may be structurally underpricing geopolitical risk
Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.
Why is emerging market risk falling while US uncertainty rises? Pooja Malik, CFA, returns to "Financial Perspectives" to explore the massive shifts in global markets over the last 18 months and how a retail-driven AI frenzy is reshaping Asian equities.
Portable alpha, when implemented properly, enables portfolios to allocate capital more flexibly and efficiently, improving risk-adjusted returns across different market environments.
