Beyond Bulls & Bears

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

International value investing makes a comeback
Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

International equities: Poised for recovery
Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Single-Country Allocation: Viewing the Opportunity Through Three Lenses
LibertyShares

Single-Country Allocation: Viewing the Opportunity Through Three Lenses

The case for disaggregating international exposure by allocating to single countries remains strong, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds. She outlines three investment lenses that shape her team’s views.