Beyond Bulls & Bears

Eurovision: Scores of Return Potential
Equity

Eurovision: Scores of Return Potential

Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention. They believe newfound stability and unity of the region, its pioneering use of regulation and environmental initiatives and accelerating vaccine rollout provide Europe scores of return potential.

Value and Growth: The Indivisible Dichotomy
Equity

Value and Growth: The Indivisible Dichotomy

Franklin Mutual Series’ Director of Research Grace Hoefig sits down with us to explain how value investing involves more than just computing ratios, and why the answer to the age-old question “growth or value” should be “yes.”

A Value Investor’s View on US Small-Cap Stocks
Equity

A Value Investor’s View on US Small-Cap Stocks

Franklin Small Cap Value Fund Portfolio Manager Steve Raineri discusses why he thinks the near-record underperformance of higher-quality, profitable small-capitalization (small-cap) value stocks relative to lower-quality, unprofitable companies could present a compelling opportunity for longer-term investors as the US economy continues to recover from the COVID-19 pandemic.

2015 Investment Outlook: Five Reasons Why the Eurozone May Surprise Naysayers
Equity

2015 Investment Outlook: Five Reasons Why the Eurozone May Surprise Naysayers

The eurozone took it on the chin economically in 2014, and many analysts don’t expect 2015 to bring a significant respite to the region. Philippe ...

A Time for Optimism in Europe?
Equity

A Time for Optimism in Europe?

Volatile markets and an uneven recovery may appear to justify a cautious outlook for investing in Europe right now, while in the US the specter of ...

Why We Still Like China

Why We Still Like China

European Equities: Beyond the Headlines

European Equities: Beyond the Headlines

The Consumer Catalyst in Asia’s Emerging Markets

The Consumer Catalyst in Asia’s Emerging Markets

Spinning Pessimism Into Opportunity

Spinning Pessimism Into Opportunity

Welcome to Election Season

Welcome to Election Season

A Mutual Friend

A Mutual Friend