Conviction: The fifth element in core equity investing

Templeton Global Investments believes Saudi Arabia’s transformation, driven by the Kingdom’s Vision 2030 framework, could provide global investors with a unique investment opportunity.

Global central banks are entering a more complicated phase, according to Franklin Templeton Fixed Income, where patience increasingly comes with conditions. Policymakers are balancing sticky inflation risks, uneven growth and region-specific pressures.

At the start of this year, many investors questioned whether equity markets had become too reliant on a handful of AI winners. Dina Ting and Marcus Weyerer take a more nuanced view into how broadly this theme’s benefits may spread.