
Publication Date: October 2025
Global Equity Pulse: Software and AI winners
Software stock performance has been mixed amid concerns of AI disruption. Providers of business-critical enterprise software or systems of record should however remain long-term AI winners due to their durable propositions. Find out more from Templeton Global Investments in the latest “Global Equity Pulse.”
Literature Code
Format
TGEP-1025
Publication Date: October 2025
Global Equity Pulse: Software and AI winners
Software stock performance has been mixed amid concerns of AI disruption. Providers of business-critical enterprise software or systems of record should however remain long-term AI winners due to their durable propositions. Find out more from Templeton Global Investments in the latest “Global Equity Pulse.”