Perspectives

The Long View: Love at First Hike? It Could Be

Global Infrastructure Income Strategy Commentary Q3 2026

Utilities Look Attractive as Rates Rise
Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.

Emerging Markets Strategy Commentary Q3 2026

AI Leaders Persevere Through Drawdown
Our semiconductor holdings have come through July selloff with fundamentals intact and should continue to deliver strong operational and financial results.

Emerging Markets: Why Waiting for Certainty Could Be Costly

Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading companies, EM presents a stronger opportunity than geopolitical volatility suggests.

Australian Equity Reporting Season Wrap - August 2026

Earnings revisions told only part of the story this reporting season, as valuation, positioning and shifting market dynamics drove increasingly divergent share-price outcomes.

Webinar: Australian Equity Reporting Season - August 2026

A look beyond the headline numbers to explore how results compare with expectations, where earnings forecasts are moving, what companies are signalling, and whether share-price reactions are creating risks or opportunities for investors.

AOR Update: Are Higher Rates a "Real" Problem?

Health Care's Next Act: Tailwinds Emerging Across R&D Cycle

Drug development appears to be stabilizing, as improving biopharma funding and healthier demand create a more constructive backdrop for contract research organizations and life science tools companies.

Investing in the Foundations of Tomorrow's Economy

How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets.

Six Income Rules Built for Markets Like These

Reporting season, elevated markets and a changing tax environment are putting a renewed focus on how Australian investors generate reliable income.

Webinar: Powering the Capex Super Cycle: Infrastructure in a New Growth Regime

AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. In this webinar, we examine growth & opportunities driven by the capex super-cycle, and the companies that enable digital expansion, support energy reliability and strengthen the essential assets that economies rely on.

Australian Equities Midyear Outlook: Turning Market Overreaction into Opportunity

Reflections on a strong year of active returns, a forward look to AU reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities.