Templeton Global Equity Group Insights

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...

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...

Markets start the year 2025 with enthusiasm for tax cuts and deregulation under the second Trump administration, while also recognizing the risks of policy uncertainty. Templeton Global Equity Group d...

Climate-related stocks, hit by damaging economic and political headwinds in 2024, may be poised to recover as interest rates decline and policy clouds clear up. Read the 2025 outlook from Templeton Gl...

Higher federal farm subsidies could help end the pocket of pessimism around agricultural machinery stocks, explains Franklin Templeton Equity Group.

Bottom-up research must go beyond traditional metrics, as relying solely on measures like price-to-book ratios can misclassify value due to accounting issues with intangibles, especially in the softwa...