Beyond Bulls & Bears

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Equity

Digging into the Roots of US Trade Tensions

Talk of a trade war between the United States and several of its key trading partners continues to intensify. China has borne the brunt of the US tariffs targeting a wide range of goods, and has retaliated with threatened reprisals of its own, creating a tit-for-tat situation between the world’s two largest economies. Templeton Global Equity Group’s Norm Boersma digs into the roots of the current trade tensions.

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Equity

Growth and Value Investing: A Complementary Approach

Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or proposition.

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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.

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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 ...

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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, ...

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Equity

A Year for Value?

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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Perspectives

Finding Value in Volatility

The recent bout of market volatility has no doubt been unnerving to most investors, but they may have to live with it for at least a little while ...

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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 ...

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Equity

In the Know: Europe’s Capital Markets Union

In the Know: Professionals at Franklin Templeton Investments offer a quick but insightful update on a pressing investment topic. Today, Templeton ...

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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 ...

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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 ...

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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 ...