Beyond Bulls & Bears

In the Know: Finding Value Among US Microcap Stocks
Equity

In the Know: Finding Value Among US Microcap Stocks

When many investors think of microcap stocks, they envision high growth stocks that are like rockets. They soar when times are good, and crash and burn when times are bad. We recently caught up with Oliver Wong, portfolio manager, Franklin MicroCap Value Fund. He explained his approach to finding higher-quality, smaller companies within the equity universe that have the potential to perform well in different market environments.

Meet the Manager: Katrina Dudley
Equity

Meet the Manager: Katrina Dudley

“When I was hired in 2002, I was five months pregnant with my first child. Franklin Mutual Series invested in me, knowing I would need some time off relatively quickly and that I would be going through a significant life change. I think it says a lot about the long-term view we take on everything here.” - Katrina Dudley

Italian Politics + US Trade Tariffs = Market Turmoil
Equity

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

Is It Time For Value Investing to Return to the Limelight?
Equity

Is It Time For Value Investing to Return to the Limelight?

In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.

Why Macron’s Reform Agenda Is Boosting Business Optimism
Equity

Why Macron’s Reform Agenda Is Boosting Business Optimism

“We see signs that France’s economy is starting to improve under President Emmanuel Macron. France is enjoying its best streak of economic growth in more than six years. And, French companies are hiring at the fastest pace in almost 17 years." – Katrina Dudley, portfolio manager, Franklin Mutual Series

Does Macron’s EU Reform Agenda Need German Support?
Perspectives

Does Macron’s EU Reform Agenda Need German Support?

"Without an eager partner in Germany, I think Macron will face challenges implementing his more radical eurozone reforms. Although there is broad support for unification in the wake of last year’s Brexit vote, some of the EU’s Eastern European partners are using all the brakes to prevent unification. I see it as a long road to reach that goal.” – Philippe Brugere-Trelat, Franklin Mutual Series

Is France on the Cusp of a Thatcher Moment?
Equity

Is France on the Cusp of a Thatcher Moment?

French President Emmanuel Macron is preparing to take on France’s powerful unions as he attempts to overhaul the country’s labor code. Here, Philippe Brugere-Trelat, Franklin Mutual Series executive vice president and portfolio manager, explains why a Macron victory on this front could open up opportunities for investing in French equities.

Cutting Through the Political Noise for Opportunities in Europe
Equity

Cutting Through the Political Noise for Opportunities in Europe

"Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU)." - Philippe Brugere-Trelat and Katrina Dudley, Franklin Mutual Series

Brexit: Serious Consequences, but “Not the End of the World”
Equity

Brexit: Serious Consequences, but “Not the End of the World”

In the end, any initial success for Brexit will likely depend on whether negotiations between the United Kingdom and the EU are amicable or acrimonious.

On Brexit, Banks and Bargains
Equity

On Brexit, Banks and Bargains

Will they stay or will they go? UK voters will answer that question on June 23 when they decide whether their country will retain its membership ...

A Sense of Déjà Vu
Equity

A Sense of Déjà Vu

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic ...

Europe: Back to Business
Equity

Europe: Back to Business

After a contentious period of negotiations, the odds of a so-called “Grexit,” or Greek exit from the euro, were drastically reduced as Greece ...