Sustainable Investing

For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.

Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.

Three interconnected lessons from 2024 help shape our 2025 outlook.

European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.

Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.

Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.

Start the new year right by reviewing and revamping your financial plan.

Why cyclical leadership in equities could continue into 2025.

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.

If history repeats itself, this trend could be especially pronounced in 2025, given the potential for lower US corporate tax rates and domestic-friendly policies.

VettaFi discusses the significant improvement in MLPs over the last decade.

The U.S. economy is experiencing a remarkable period of economic stabilization and growth

We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.

Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.

Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.

How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.

Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.

An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.

China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.

The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.

Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.

Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.

Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.

U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.

CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.

Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.

How to unlock value in a complex market landscape.

Our research suggests that healthcare firms with sound pay practices may yield healthier returns.

The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.

The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.

When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.

The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.

This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.

U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.

Why the equity market rally following the U.S. presidential election could continue into year-end.

Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.

The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.

Change is the sum of fundamental trends, the gradual elimination of accumulated extremes, and the random arrival of new shocks.

Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year, according to the Conference Board’s Sentiment Index.

With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.

Healthcare companies often grab headlines for their exciting drug innovations. But we think the focus should be on business fundamentals.

U.S. rate cuts of up to 200bps are anticipated by the end of 2025 but with significant further downside if recession risks materialize.

As a major corn and soybean consumer, China is keeping prices in limbo. A potential trade war could add additional intrigue.

For DC plan sponsors, developing a short list of income solutions is a good first step.

I went to bed “early” on election night, around 10:30 pm. We are in the five months of the year where Puerto Rico is one hour ahead of Eastern time, and nothing I was seeing made me think it would be an early night. And by that I meant 3 or 4 am.