Beyond Bulls & Bears

Full Economic Implications of Coronavirus Largely Unknown
Perspectives

Full Economic Implications of Coronavirus Largely Unknown

As markets continue to assess the impact of coronavirus (COVID-19), the Templeton Global Macro team shares an update on the economic and market implications, which they say could be more detrimental—and last longer—than many observers previously thought.

Five Reasons to Consider Investing in Small-Cap Value Stocks
Equity

Five Reasons to Consider Investing in Small-Cap Value Stocks

“Despite our overall optimistic view on the outlook for small-cap value stocks, we constantly focus on the downside risk.” - Steve Raineri, Franklin Small Cap Value Fund

Implications of the Coronavirus for Natural Resource Investors
Equity

Implications of the Coronavirus for Natural Resource Investors

Despite the coronavirus outbreak’s near-term impact on commodity prices and natural resources stocks, Franklin Equity Group's Fred Fromm explains why he thinks the situation is likely to be manageable for most companies in the long run.

K2 Advisors: First Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors: First Quarter Hedge-Fund Strategy Outlook

Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions its focused on, and shares its outlook for various hedge strategies.

Closing the European Performance Gap
Equity

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.