Beyond Bulls & Bears

Finding Value among Stretched US Valuations, Market Dislocations
Equity

Finding Value among Stretched US Valuations, Market Dislocations

“Of all the different macroeconomic and political factors that have been on investors’ minds over the last few months, we think interest rates are likely to be the most important. As we continue to see central banks reduce quantitative easing and move toward interest-rate normalization in the major regions of the world, we are going to continue to focus on the dislocations that this may cause for currencies, equity markets and valuations.” - Templeton Global Equity Group

A Few Words about Market Volatility
Perspectives

A Few Words about Market Volatility

Concerns over China’s economic growth rate and collapsing oil prices have roiled financial markets in the first days of 2016, so it’s ...

Hasenstab: Emerging Out of the Consensus Trade

Hasenstab: Emerging Out of the Consensus Trade