Beyond Bulls & Bears

Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Something of value
Equity

Something of value

Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.

Euro fall: Why parity between the euro and US dollar may persist
Equity

Euro fall: Why parity between the euro and US dollar may persist

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.

Think locally, invest globally
Equity

Think locally, invest globally

Franklin Mutual Series explains how global investing may provide a path to better returns.

Quality microcaps can weather the current storm
Equity

Quality microcaps can weather the current storm

Mutual Series’ Oliver Wong believes high-quality microcaps house hidden benefits, despite the extreme market declines seen in the first half of the year.

Communications breakdown: The broadband wasteland
Equity

Communications breakdown: The broadband wasteland

In the second of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series maps out cable companies’ rocky traverse to new territory and reveals areas where she sees opportunities abound.

Communications breakdown: The great subscriber shuffle
Equity

Communications breakdown: The great subscriber shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Europe Outlook: A French Economic Evolution
Equity

Europe Outlook: A French Economic Evolution

Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.

The Uncharted Greenspace in Small-Cap ESG
Equity

The Uncharted Greenspace in Small-Cap ESG

Lead Portfolio Manager Steve Raineri and ESG Lead John Chow of the Franklin Small-Cap Value Team within Franklin Mutual Series discuss small company ESG investing, why it presents an opportunity and how ESG analysis helps investors become better stewards of client capital.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

The Value of Being Actively and Constructively Engaged
Equity

The Value of Being Actively and Constructively Engaged

Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.