ClearBridge Dividend Strategy Portfolios Q3 2025 Commentary
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Franklin Templeton4.62K FollowersFollow5ShareSavePlay(8min)CommentsSummaryStock selection in the industrials, IT, health care and utilities sectors proved beneficial.An underweight to IT and an overweight to consumer staples detracted. Stock selection in the communication services and real estate sectors also detracted.With investors continuing to be complacent in the face of historically high valuations, we continue to emphasize investments with more modest valuations. primeimages/iStock via Getty Images Key Takeaways Markets: The third quarter continued the post-Liberation Day rebound for U.S. equity markets, with animal spirits driving the S&P 500 Index to record highs. Investor optimism was fueled by better-than-feared tariff outcomes, the passing of the OneThis article was written byFranklin Templeton4.62K FollowersFollowFranklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.