Beyond Bulls & Bears

Finding Value among Stretched US Valuations, Market Dislocations
Equity

Finding Value among Stretched US Valuations, Market Dislocations

“Of all the different macroeconomic and political factors that have been on investors’ minds over the last few months, we think interest rates are likely to be the most important. As we continue to see central banks reduce quantitative easing and move toward interest-rate normalization in the major regions of the world, we are going to continue to focus on the dislocations that this may cause for currencies, equity markets and valuations.” - Templeton Global Equity Group

Are US Stocks Reacting Rationally?
Equity

Are US Stocks Reacting Rationally?

When major market indexes reach new heights, some investors may become wary. Given that the US stock market has enjoyed robust total returns over ...