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Stock impact report

Templeton Foreign Fund Q3 2025 Commentary [Seeking Alpha]

CNH Industrial N.V. Common Shares (CNH) 
Company Research Source: Seeking Alpha
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 Show less Read more
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