Beyond Bulls & Bears

A Value Investor View of Market Dynamics and Potential Dislocations
Equity

A Value Investor View of Market Dynamics and Potential Dislocations

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Templeton Global Equity Group’s Alan Bartlett and Tony Docal provide a look at what drove the positive performances around the globe in late 2019, and how they are poised to take advantage of any potential dislocations in the year ahead.

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

Japan’s Demographic Challenges Dampen Growth
Fixed Income

Japan’s Demographic Challenges Dampen Growth

Demographics have played—and continue to play—a key role in holding back Japan’s growth performance. Japan’s population keeps aging at a rapid pace.

A New Year’s Vantage Point: Michael Hasenstab

A New Year’s Vantage Point: Michael Hasenstab