Beyond Bulls & Bears

A Measured but Constructive Market View
Equity

A Measured but Constructive Market View

The market environment for value investors over the past few years has been less than ideal, but that doesn’t mean there aren’t opportunities to be had. Templeton Global Equity Group Director of Portfolio Management Antonio Docal and Director of Research Heather Arnold say they plan to use recent market volatility to uncover values. They share some brief thoughts on issues facing investors today, including trade wars, Brexit and slowing growth in China.

Winded Markets May Face a More Difficult Climb in 2018
Equity

Winded Markets May Face a More Difficult Climb in 2018

“We believe this rosier global outlook is largely priced into equities. The US market is looking the most expensive to us at a time when US corporate earnings are already well past their prior peaks.” – Coleen Barbeau, Franklin Equity Group