Beyond Bulls & Bears

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Valuing Energy Stocks from the Ground Up

The energy business is one of the most diverse and global industries in which to operate. Because of this, it is prone to influences from the widest possible range of cross-border, domestic policy, environmental and market factors that one can imagine.

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Scouring Europe for Overlooked Value in Equities

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Hasenstab: Separating the Wheat from the Chaff

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Global Economic Perspective – April

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A Tactical Look at the Markets

Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility.

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Kick-Starting Growth in Brazil

While Brazil may no longer be the darling of the emerging markets world it once was, the pessimism may now be overdone relative to fundamentals, providing opportunity for investors that may be overlooked by others.

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Hasenstab in Ukraine, on Ukraine

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Fundamentals Support Our Positive US Outlook

From our viewpoint at Franklin Equity Group®, US stocks have acted rationally over the last five years, reflecting the improving economic backdrop and strong corporate earnings growth we see.