Templeton Global Equity Group Insights

Software stock performance has been mixed amid concerns of AI disruption. Providers of business-critical enterprise software or systems of record should however remain long-term AI winners due to thei...

With eyes on the latest quarterly results and stock valuations, Templeton Global Equity Group charts its way forward for the rest of 2025. Potential priorities include diversification beyond the US an...

Templeton Global Equity Group looks at the attractive valuations, earnings growth outlook and regulatory backdrop that make European banks one of the most favored sectors today.

Health care stocks are facing elevated policy uncertainties and market pessimism. Templeton Global Equity Group favors awaiting greater clarity but has not lost confidence. Find out more about the tea...

Amid uncertain times, Templeton Global Equity Group reaffirms the investment case for banks and discusses potential opportunities in the US, Europe and Asia.

Despite facing challenges in recent years, Craig Cameron of Templeton Global Equity Group believes the current environment for electric vehicles (EVs) is appealing. In this article, he explores the ke...

As US tariff uncertainty persists and earnings growth potentially slows, Templeton Global Equity Group takes a selective approach that focuses on geographical diversification and sectors less vulnerab...

In the wake of DeepSeek’s emergence, Templeton Global Equity Group looks at the disruption and opportunities across the artificial intelligence value chain, from semiconductors to hyperscalers and bey...