Beyond Bulls & Bears

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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.

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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

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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.

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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 ...

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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 ...

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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 ...

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Equity

Brexit Signs: Envisioning an EU Without the UK

The victory of the center-right Conservative Party in the recent UK election, while broadly welcomed by financial markets, has brought back to the ...

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Equity

Meet the Manager: Philippe Brugere-Trelat

Much like a flower, a value opportunity sometimes takes longer than expected to blossom. So, as both an avid gardener and a stock picker, Philippe ...

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Equity

2015 Investment Outlook: Five Reasons Why the Eurozone May Surprise Naysayers

The eurozone took it on the chin economically in 2014, and many analysts don’t expect 2015 to bring a significant respite to the region. Philippe ...

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Equity

October’s Market Ups and Downs Put Into Perspective

Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and ...

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Equity

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors ...

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Equity

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.