Beyond Bulls & Bears

Where have all the 100-yen stores gone?
Equity

Where have all the 100-yen stores gone?

Templeton Global Equity Group explores the legacy of Abenomics, the emergence of inflation in Japan, and finding value opportunities there.

Communications breakdown: The broadband wasteland
Equity

Communications breakdown: The broadband wasteland

In the second of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series maps out cable companies’ rocky traverse to new territory and reveals areas where she sees opportunities abound.

Communications breakdown: The great subscriber shuffle
Equity

Communications breakdown: The great subscriber shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Europe Outlook: A French Economic Evolution
Equity

Europe Outlook: A French Economic Evolution

Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
Equity

Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments

Moderate inflation can be good, especially for some value stocks. Christian Correa breaks down why investors should not be afraid of the current inflationary or rising rate environments and explains how they can actually help some businesses and areas of the equity market.

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?
Equity

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?

While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals. For Stephen Dover, Head of Franklin Templeton Investment Institute, the real issue is how to invest where you are best rewarded.

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.”

Examining the Environment for Microcap Stocks
Equity

Examining the Environment for Microcap Stocks

The smallest companies in the market may be overlooked by many investors, but can offer big potential. Here, we posed some questions about micro-capitalization (microcap) stocks to Franklin Mutual Series Portfolio Manager Oliver Wong, who explains how they have fared recently and where he’s finding opportunities.

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.

US 2020 Election Investment Pulse: Opportunities in Equity Sectors
Equity

US 2020 Election Investment Pulse: Opportunities in Equity Sectors

Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.