US equities continue to march higher in 2026 despite geopolitical uncertainties, supported by resilient economic data and strong corporate earnings.
US labor market data recently exceeded expectations, while unemployment held steady, reinforcing a risk-on tone.
Over the past year, the communication services and information technology sectors have delivered returns in the mid-20% range, while financials have been mostly flat.
Broad US equity exposure remains a core building block for many portfolios.
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By Dina Ting, CFA Head of Global Index Portfolio Management, Franklin Templeton ETFs
US equities continue to march higher in 2026 despite geopolitical uncertainties, supported by resilient economic data and strong corporate earnings. Much of the market narrative remains
