FT Perspectives

Get ready each week with high-conviction insights that go beyond media headlines.

Funds that invest in private markets while also offering flexible features may be attractive to high-net-worth investors who could benefit from a long-term allocation to an “illiquidity bucket” as a source of returns and diversification.

Developed-market bond markets are sending a message that investors can no longer afford to ignore. What began as a higher-for-longer rate adjustment has evolved into something much broader.

A wave of IPOs could hit the markets soon, and Franklin Templeton Institute’s Stephen Dover shares thoughts on the implications for investors and for large-cap growth stocks.

Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.

In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.