Franklin International Growth Equity ADR SMA Q1 2026 Commentary
Corroborated by 3 sources from 3 publishers
TL;DR
Reports differ across sources; according to cnbc.com, watch now AI capex to continue powering Q2 earnings growth: Franklin Templeton Chris Galipeau of Franklin Templeton expects Q2 S&P earnings growth to be above 20% y/y, with bank results in two weeks likely to reinforce the same resilience that markets have leaned on through 2025 and 2026.
Sources
1
Seeking Alpha Market News
https://seekingalpha.com/article/4919019-franklin-international-growth-equity-adr-sma-q1-2026-commentary?source=feed_all_articles
2
Seeking Alpha Market News
https://seekingalpha.com/article/4919023-franklin-equity-income-sma-q1-2026-commentary?source=feed_all_articles
3
CNBC 100004038
https://www.cnbc.com/video/2026/07/01/ai-capex-powering-q2-earnings-growth-hyperscalers-banks-strategist.html
4
Seeking Alpha Market News
https://seekingalpha.com/article/4919026-franklin-equity-income-fund-q1-2026-commentary?source=feed_all_articles
5
Seeking Alpha Market News
https://seekingalpha.com/article/4919038-franklin-bsp-realty-trust-reit-preferred-a-high-yield-allocation-for-an-elevated-rate-environment?source=feed_all_articles
6
Seeking Alpha Market News
https://seekingalpha.com/article/4919088-franklin-small-mid-cap-growth-fund-q1-2026-commentary?source=feed_all_articles
7
Investing.com News
https://www.investing.com/news/company-news/franklin-resources-stock-hits-52week-high-at-3449-93CH-4771058
8
Investing.com News
https://www.investing.com/news/earnings/franklin-covey-tumbles-24-on-lowered-revenue-guidance-as-q3-results-disappoint-93CH-4771570