Franklin Templeton Launches New Private Markets Models with Corastone

Published on May 11, 2026

The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.

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Five Takeaways From First Quarter Earnings Season

May 11, 2026
With 82% of market cap having reported, the S&P 500 is on track for 27% year-over-year earnings per share (EPS) growth, the strongest since 4Q21. More than 84% have beaten earnings estimates − the most since 1Q21 − while earnings revisions are up 12%, the fastest pace in four years.

Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)

May 11, 2026
That skepticism isn’t contrarianism for its own sake, but rather the recognition that when a thesis achieves consensus, the crowd has usually already priced the easy part of the move, and the hard part is what comes next.