Beyond Bulls & Bears

Growth and Value Investing: A Complementary Approach
Equity

Growth and Value Investing: A Complementary Approach

Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or proposition.

Navigating an Uncertain Second Half
Equity

Navigating an Uncertain Second Half

Receding political anxiety and a gathering economic recovery in Europe helped global equity markets advance in the first half of 2017. Yet Templeton Global Equity Group’s Cindy Sweeting and Tony Docal say investors should be somewhat cautious in the second half of the year. They believe rich stock valuations and shifting central bank policies could lead to bouts of volatility.

Value Update: Where Is the Next Pocket of Opportunity?
Equity

Value Update: Where Is the Next Pocket of Opportunity?

"As the anticipated value rally gains steam, we think non-US stocks should begin to benefit. Like the value universe a year ago, non-US equities today look to us to be undervalued, under-owned, and exposed to positive catalysts, including improving corporate fundamentals, economic tailwinds and political and policy support." - Templeton Global Equity Group.

Stock-Market Value Hunting—and a Potential Post-Election Outcome
Equity

Stock-Market Value Hunting—and a Potential Post-Election Outcome

Value-oriented strategies had been out of favor for the past couple of years, but seem to have turned a corner in recent months. Tucker Scott, ...

Value Unbound: The Implications of a Nascent Value Revival
Equity

Value Unbound: The Implications of a Nascent Value Revival

After a long and deep period of underperformance compared with growth stocks, global value stocks have finally outperformed their growth ...

Dividend “Achievers”: Most Likely to Yield?
Equity

Dividend “Achievers”: Most Likely to Yield?

After years of favoring growth and momentum stocks, many equity investors have turned their attention to value-oriented shares so far in 2016, ...

On January Barometers and Market Bargains
Equity

On January Barometers and Market Bargains

If market action in the first few weeks of January is a barometer for the year ahead, investors could be in for some stormy weather. (Of course, ...

A Year for Value?
Equity

A Year for Value?

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic ...

Finding Value in Volatility
Perspectives

Finding Value in Volatility

The recent bout of market volatility has no doubt been unnerving to most investors, but they may have to live with it for at least a little while ...

Meet the Manager: Heather Arnold
Equity

Meet the Manager: Heather Arnold

Some experts say investing is more of an art than a science, and Heather Arnold, who earned degrees in both art and economics, would tend to ...

Has Europe’s Recovery Story Turned Back a Page?
Equity

Has Europe’s Recovery Story Turned Back a Page?

The European economy at large had been moving forward in the wake of the 2007­–2009 global financial crisis and subsequent sovereign debt crisis, ...

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 ...