Franklin Core Enhanced Equity – conviction is the fifth element

In this latest perspective from Templeton Global Macro, global markets remained resilient in June despite ongoing geopolitical and inflation risks, with emerging markets continuing to outperform developed economies.

ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.

Royce Investment Partners: In this second quarter recap, Francis Gannon discusses how US small-and micro-cap stocks have continued to lead the US equity market in a robust period for equities

Start your week with insight on global market news and perspective on what’s ahead.

Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.

In this month’s issue, the outlook for global banks is starting to improve following a few difficult years. Templeton Global Investments offers its analysis of this and other market trends.