Franklin Templeton

Summary US equities rebounded strongly during the second quarter of 2026, recovering from a weak start to the year as investor confidence improved despite ongoing geopolitical uncertainty.

Rather than simply using the closing prices from the local market, a fair value methodology estimates how those securities might have traded had their home market remained open.

To kick off our fourth season of the Alternative Allocations podcast series, I sat down with John Bowman, CEO of CAIA Association, to explore the massive changes underway across our industry.

On an absolute basis, Franklin Convertible Securities Fund's (Advisor Class without sales charges) 2Q26 gains were highly concentrated in the IT sector, which covered approximately 26% of the portfolio (on average).

In this month's Global Equity Pulse, Templeton Global Investments believes industrials may be poised for a cyclical recovery. Improving economic trends and long-term structural drivers are creating opportunities across select areas of the sector.

Many investors turn to emerging markets to diversify their portfolios away from developed market indices that are heavily dominated by the US.

After a challenging first quarter that saw the S&P 500 Index decline 4.3%, markets rebounded sharply in the second quarter.

As students get closer to making a final college decision, the last two years of high school are particularly important.

The ClearBridge Appreciation Portfolios underperformed the benchmark S&P 500 Index in the second quarter of 2026. Read more here.

SmileStudioAP/iStock via Getty Images Key Takeaways Markets: U.S. equities advanced sharply in the second quarter, supported by