Templeton Foreign Fund Q3 2025 Commentary (TFFAX)

Franklin Templeton 4.62K Follower s Follow 5 Share Save Play ( 7min ) Comments Summary Global equity markets collectively advanced through the third quarter of 2025 as tariff anxieties gradually eased, central banks adopted a more accommodative policy stance, and leadership among technology-related stocks persisted. Stock selection in the financials, consumer discretionary and communication services sectors contributed to relative performance for the quarter, as did an overweight in the consumer discretionary sector. Stock selection and an overweight in non-eurozone/non-UK Europe detracted from relative results. The key question for US and global equities is whether the market broadens beyond the current AI-focused leadership. In Europe, we believe the combination of policy support, structural investment and attractive valuations underpin a constructive outlook. loveguli/E+ via Getty Images Key Takeaways Markets: Global equity markets collectively advanced through the third quarter of 2025 as tariff anxieties gradually eased, central banks adopted a more accommodative policy stance, and leadership among technology-related stocks persisted. Detractors: The fund (Advisor This article was written by Franklin Templeton 4.62K Follower s Follow Franklin 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.

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