Beyond Bulls & Bears

Why Abe’s Victory Could Help Lift Japanese Stocks
Equity

Why Abe’s Victory Could Help Lift Japanese Stocks

“In our view, Abe’s victory could lead to four more years of pro-growth policies and the possibility of a second term for the very ultra-dovish Bank of Japan Governor Haruhiko Kuroda.” – Templeton Global Equity Group’s Cindy Sweeting and Alan Chua

Navigating an Uncertain Second Half
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.

Value Update: Where Is the Next Pocket of Opportunity?
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.

What’s Driving US, European Voter Resentment?
Equity

What’s Driving US, European Voter Resentment?

Across the world, there has been a surge in support for populist causes and politicians, from the rise of Syriza in Greece and the vote for Brexit ...

Value Unbound: The Implications of a Nascent Value Revival
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 ...

Can European Banks Rebound from the “Triple Whammy”?
Equity

Can European Banks Rebound from the “Triple Whammy”?

For years, European equity investors seem to have used the banking sector as a scapegoat for their financial fears by selling off bank shares at ...

Oil’s Well That Ends Well?
Perspectives

Oil’s Well That Ends Well?

The drop in global oil prices to their lowest levels in more than 10 years might seem like good news for consumers, but the markets have been ...

On January Barometers and Market Bargains
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, ...

A Year for Value?
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 ...

Greece’s Precarious Position
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 ...

Buying Time: Why We Think M&A Is Here to Stay
Equity

Buying Time: Why We Think M&A Is Here to Stay

A number of eye-catching potential mega-deals have thrown the spotlight back on to merger and acquisition (M&A) activity in recent weeks. With ...

Active Opportunities in a Passive World
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 ...