Beyond Bulls & Bears

International equities: Poised for recovery
Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Single-Country Allocation: Viewing the Opportunity Through Three Lenses
LibertyShares

Single-Country Allocation: Viewing the Opportunity Through Three Lenses

The case for disaggregating international exposure by allocating to single countries remains strong, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds. She outlines three investment lenses that shape her team’s views.

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

International Growth Opportunities Amid the COVID-19 Crisis
Equity

International Growth Opportunities Amid the COVID-19 Crisis

As the global economy continues to grapple with the COVID-19 pandemic, there are still opportunities for investors, says Franklin Equity Group Portfolio Manager Don Huber. He has an eye on international companies able to navigate the crisis period—particularly those in regions where recovery is happening faster.

Don’t Let Home Country Bias Limit Your Investment Potential
Equity

Don’t Let Home Country Bias Limit Your Investment Potential

It’s easy for investors to fall into what is known as “home country bias,” looking only within their own country’s borders for opportunities. That isn’t the case with Franklin Equity Group Portfolio Manager Don Huber—who is always searching the globe for quality growth opportunities. He says investors may be missing the boat if they don’t expand their opportunity set beyond their shores.

A Revolutionary Idea: Investing in Europe (even Russia)
Equity

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation ...

Actively Managing for a Less-Correlated World
Alternatives

Actively Managing for a Less-Correlated World

The 2007-2008 financial crisis and the monetary policy responses that helped to push interest rates in the developed world to historical lows also ...

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 ...

European Equities: Beyond the Headlines

European Equities: Beyond the Headlines

A New Year’s Vantage Point: Michael Hasenstab

A New Year’s Vantage Point: Michael Hasenstab

The Consumer Catalyst in Asia’s Emerging Markets

The Consumer Catalyst in Asia’s Emerging Markets