Beyond Bulls & Bears

UK Equity: A Means to a Dividend?
Equity

UK Equity: A Means to a Dividend?

UK equity investors may not have had much to cheer in recent months, but all is not lost, according to our Colin Morton. In this article, he explains why he’s optimistic about potential rising dividend opportunities among UK-listed firms.

This Isn’t the Way Stock Market Cycles Typically End
Equity

This Isn’t the Way Stock Market Cycles Typically End

Dylan Ball, head of European Equity Strategies, Templeton Global Equity Group, explains why he thinks the current stock market cycle still has some way to run in Europe and why he expects to see an uptick in cross-border merger and acquisition activity.

Brexit: Are Markets Underestimating the Chances of the UK Not Leaving?
Equity

Brexit: Are Markets Underestimating the Chances of the UK Not Leaving?

“Given the institutional hurdles to an agreement in the necessary timescale, we don’t see the relatively benign soft Brexit scenario as the most likely outcome. Our view is that the position is much more finely balanced and perhaps there is an equal probability of a range of different outcomes.” - Sandy Nairn, Templeton Global Equity Group

Brexit: The Countdown Begins
Perspectives

Brexit: The Countdown Begins

Our Dylan Ball and David Zahn share what they’re watching in European equity and fixed income markets as the one-year countdown to Brexit begins.

Earnings Growth Underpins Our Solid Outlook for European Equities
Equity

Earnings Growth Underpins Our Solid Outlook for European Equities

Some investors seem to be questioning whether there’s still room for additional growth in European equities, particularly if interest rates start to rise. However, Templeton Global Equity Group’s Dylan Ball suggests labour reforms across the continent should give many firms the operating leverage they need to drive further earnings growth during 2018.

Driving a Case for Convertibles in 2017
Equity

Driving a Case for Convertibles in 2017

In our view, 2017 could be a year where the unique properties of convertibles become an important feature for investors' asset allocation.

New Year’s Vantage Point: Mark Mobius

New Year’s Vantage Point: Mark Mobius

Speaking of Dividends

Speaking of Dividends

U.S. Equities: Opportunity Amid Uncertainty

U.S. Equities: Opportunity Amid Uncertainty