Franklin Global Equity Fund Q4 2025 Commentary

Franklin Templeton4.63K FollowersFollow5ShareSavePlay(5min)CommentsSummaryStock selection added value across most regions represented in the fund's portfolio, led by continental Europe and the United States.Region and sector allocation decisions had little impact, with a modest benefit of an overweight to the United Kingdom, which outperformed the benchmark for the period.We retain measured conviction toward equities into 2026, as influential pillars of support for risk assets - such as inflation, policy and corporate fundamentals - remain healthy. Hiroshi Watanabe/DigitalVision via Getty Images Key Takeaways Markets: Global equity markets collectively advanced through the final quarter of 2025 as investors weighed easing inflation trends and expectations for lower policy rates in 2026 against slowing economic growth and persistent This article was written byFranklin Templeton4.63K 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.