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Stock impact report

Franklin Mutual International Value Fund Q3 2025 Commentary [Seeking Alpha]

CAPGEMINI SE UNSP/ADR (CGEMY) 
NASDAQ:AMEX Investor Relations: investors.capgemini.com
Company Research Source: Seeking Alpha
Stock selection in financials, consumer discretionary and information technology contributed to relative results. While we believe there are reasons to be optimistic about the markets, we think uncertainty could continue to generate pockets of volatility in the near term. Plans for increased competitiveness across the European Union are supporting spending, employment and growth. Our process of finding underappreciated and misunderstood companies with identifiable catalysts to unlock shareholder value may provide meaningful upside potential. NicoElNino/iStock via Getty Images Key Takeaways Markets: International equity markets, as measured by the Msci Eafe Index, rose in the third quarter in US dollar terms, as optimism about fiscal spending, the benefits of recent interest rate cuts and the prospects of more shareholder-friendly This article was written by Quick Insights Underperformance was primarily due to security selection in industrials, consumer staples, and Show less Read more
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