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

Is It Time For Value Investing to Return to the Limelight?

In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.

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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

Navigating an Uncertain Second Half

Receding political anxiety and a gathering economic recovery in Europe helped global equity markets advance in the first half of 2017. Yet Templeton Global Equity Group’s Cindy Sweeting and Tony Docal say investors should be somewhat cautious in the second half of the year. They believe rich stock valuations and shifting central bank policies could lead to bouts of volatility.

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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

Stock-Market Value Hunting—and a Potential Post-Election Outcome

Value-oriented strategies had been out of favor for the past couple of years, but seem to have turned a corner in recent months. Tucker Scott, ...

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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

Dividend “Achievers”: Most Likely to Yield?

After years of favoring growth and momentum stocks, many equity investors have turned their attention to value-oriented shares so far in 2016, ...

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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

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 ...