Beyond Bulls & Bears

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

International value investing makes a comeback
Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

Value stocks—now and always
Equity

Value stocks—now and always

The value style is in the early stages of what Mutual Series believes could be a multi-year outperformance relative to growth.

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.

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.

One small step forward—one giant leap away from deflation in Japan
Equity

One small step forward—one giant leap away from deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.

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.