Beyond Bulls & Bears

Searching for Value When Growth Is King
Equity

Searching for Value When Growth Is King

It’s been a tough road for value investors during the past decade or so, even leading some pundits to declare the investing style is dead. The value-oriented Templeton Global Equity Group is digging in deep—and searching for deep values. While a growth-driven US market rally in the first quarter of this year presented a challenge, the team has uncovered some unloved stocks and sectors—particularly in Japan and Europe—where valuations appear reasonable and prospects good. Tony Docal, Dylan Ball and Joanne Wong take us on an around-the-world tour of where they are finding opportunities today.

Asia’s Big Four: Reforms at the Forefront

Asia’s Big Four: Reforms at the Forefront

We believe Japanese companies could look more attractive to investors if they improve their balance sheet management, and stop hoarding cash and participating in expensive merger and acquisition activity.