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.

Value Update: Where Is the Next Pocket of Opportunity?
Equity

Value Update: Where Is the Next Pocket of Opportunity?

"As the anticipated value rally gains steam, we think non-US stocks should begin to benefit. Like the value universe a year ago, non-US equities today look to us to be undervalued, under-owned, and exposed to positive catalysts, including improving corporate fundamentals, economic tailwinds and political and policy support." - Templeton Global Equity Group.

Value Unbound: The Implications of a Nascent Value Revival
Equity

Value Unbound: The Implications of a Nascent Value Revival

After a long and deep period of underperformance compared with growth stocks, global value stocks have finally outperformed their growth ...

On January Barometers and Market Bargains
Equity

On January Barometers and Market Bargains

If market action in the first few weeks of January is a barometer for the year ahead, investors could be in for some stormy weather. (Of course, ...

Greece’s Precarious Position
Equity

Greece’s Precarious Position

Three professionals from Templeton Global Equity Group™, Norm Boersma, Cindy Sweeting and Heather Arnold, offer their perspective on the latest ...

Brexit Signs: Envisioning an EU Without the UK
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 ...

Meet the Manager: Heather Arnold
Equity

Meet the Manager: Heather Arnold

Some experts say investing is more of an art than a science, and Heather Arnold, who earned degrees in both art and economics, would tend to ...

Active Opportunities in a Passive World
Equity

Active Opportunities in a Passive World

Investors have heard the drumbeat for years that the days of actively managed mutual funds are numbered. After all, some experts maintain, the ...

Weighing the Odds of Compromise in Greece, and the “Grexit”
Equity

Weighing the Odds of Compromise in Greece, and the “Grexit”

The victory of the Syriza party in Greece removed one market uncertainty, but created many others. Three professionals from Templeton Global ...

Has Europe’s Recovery Story Turned Back a Page?
Equity

Has Europe’s Recovery Story Turned Back a Page?

The European economy at large had been moving forward in the wake of the 2007­–2009 global financial crisis and subsequent sovereign debt crisis, ...