Templeton Global Investments Insights

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 key supply and demand factors shaping the future of the EV sector and offers insights into where investment opportunities may be found.

The unexpected surge in non-US market performance in early 2025 can be a reminder to consider the benefits of a long-term international allocation. Templeton Global Equity Group explains the potential portfolio benefits.

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 beyond.

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 describes their market outlook and corresponding investment ideas.

The nomination of Robert F. Kennedy Jr. to lead US health policy may create headwinds for health care companies. Templeton Global Equity Group discusses some of the potential policy uncertainties, and how to stay invested in the defensive growth sector.

The US election win by Donald Trump and the Republican Party may be cheered by some investors, but it has a mix of potential implications for different sectors. Templeton Global Equity Group highlights the expected benefits and risks for companies in the US and abroad.

Earnings recovery for global equities remains on track, but risks of a slowing global economy, US election uncertainty and geopolitical conflicts cannot be ruled out. Templeton Global Equity Group considers the landscape ahead and identifies the opportunities to stay invested.

Interest-rate cuts may have a silver lining for banks that investors may be overlooking. Templeton Global Equity Group’s latest update highlights why bank stocks look attractive and where to look for opportunities in Asia, Europe and the United States.

US policies supporting the energy transition could change depending on who wins the November election. This update from Templeton Global Equity discusses which investment trends are at risk and how the transition is likely to move forward.

Despite the worst stock market selloff in Japan since 1987, the fundamental picture for Japanese equities remains unchanged, according to Templeton Global Equity Group.

The prospects for small company stocks are looking brighter for the second half of the year, as this asset class is likely to see stronger earnings and enjoy a tailwind from falling interest rates, according to Templeton Global Equity Group.

The Templeton Global Equity Group draws upon the power of its global reach and local analyst presence to argue that, despite recent investor pessimism, the case for many aspects of the electric vehicle supply chain remains compelling.

Templeton Global Equity Group’s Japan equity analyst shares details of a recent research visit to Japan—and reaffirms a positive long-term view of this market. Read about the trends favoring Japan.

This month, Templeton Global Equity describes how to navigate the automotive sector and points out challenges that are unique to electric vehicles, then highlights the potential for an earnings recovery in Asia and a Goldilocks scenario in Europe.

While higher oil prices have helped lift energy stocks in 2024, Templeton Global Equity Group believes the energy sector is a long-term investment opportunity for key fundamental reasons including higher cash levels and dividend yields relative to other sectors.

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

Our emerging market portfolio managers provide their market views on China, India, the Middle East and Latin America.

Three things to watch this month from Franklin Templeton Emerging Markets Equity: China’s Golden Week, tariffs on India and the likelihood of a year-end market rally.

Franklin Templeton Emerging Markets Equity discusses recent developments in emerging markets, specifically examining the impact of tariffs on Indian exports, the resurgence of Chinese equities and potential US Federal Reserve interest-rate cuts that could benefit emerging markets.

Franklin Templeton Emerging Markets Equity breaks down the implications of tariffs in emerging markets and offers insights into some innovative tech trends in China in particular.

In this month’s issue, Franklin Templeton Emerging Markets Equity explains how markets in many regions are weathering US policy uncertainty and offers an upbeat assessment of Vietnam after a recent research visit.

Emerging markets represent a unique opportunity for active investors to purchase companies with attractive valuations and sustainable competitive advantages with a pathway to higher earnings.

In this month’s issue, US tariff uncertainty continues to plague emerging markets, but China in particular has remained resilient.

Despite the headwinds from US tariffs and global trade tensions, emerging market equities are showing resilience and potential for growth. Franklin Templeton Emerging Markets Equity explores the factors driving emerging markets’ recent performance.

The recent US trade policies introduce significant uncertainty to the global economy, including the Middle East, but there are also opportunities for international economic and earnings growth, which could outperform the United States.

While emerging markets face new obstacles from US tariffs, the situation in many regions is actually more positive. The Franklin Templeton Emerging Markets Equity team reviews recent developments and investment implications.

DeepSeek’s success and a lessening in geopolitical risks are positive for emerging markets, which still face headwinds from high interest rates and US tariff uncertainty. Read perspective from Franklin Templeton Emerging Markets Equity.

As investors consider opportunities across global equity markets, China and India both offer a combination of strong potential growth and independence from the US economic and market cycle.

The year of the snake may remind investors and policymakers in China of the benefits of remaining calm while being able to act quickly and flexibly as global trade policies change.

As Trump tariffs cause uncertainty, new Chinese consumer trends and DeepSeek’s breakthrough may offer investment potential. Franklin Templeton Emerging Markets Equity shares observations from recent on-the-ground research.