Beyond Bulls & Bears

Finding Value in Volatility
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 ...

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 ...

Taking Emotion Out of Taking Risk
Emerging Markets

Taking Emotion Out of Taking Risk

The straight “risk-on/risk-off” play where investors flee assets perceived as risky en masse in times of uncertainty seems to be becoming a bit ...

Climbing a Wall of Worry?
Emerging Markets

Climbing a Wall of Worry?

Given continued unrest in Ukraine, crippling winter storms and Federal Reserve “tapering” in the United States, and concerns about growth in ...

US Averts Crisis for Now, But Will Investors Lose Faith?
Alternatives

US Averts Crisis for Now, But Will Investors Lose Faith?

Investors around the world are breathing a sigh of relief that US Congressional lawmakers managed to come together for an 11th hour deal to avert ...

A Templeton View From Beijing
Alternatives

A Templeton View From Beijing

Last week Templeton Global Equity Group met in China to compare research notes, talk markets and explore investment opportunities in the region. ...

Europe’s Fragile Recovery
Alternatives

Europe’s Fragile Recovery

Investors have tentatively begun to buy into the European recovery story, but remain fearful of the region’s fragility. A few bits of upbeat ...