Beyond Bulls & Bears

Do Look Now: Finding Under-Appreciated Opportunities in UK Small Caps
Equity

Do Look Now: Finding Under-Appreciated Opportunities in UK Small Caps

Our Richard Bullas thinks the UK small-cap market is one of the most sophisticated, diverse and dynamic investing environments in the world.

Is it Time for Small-Cap Stocks to Shine?
Equity

Is it Time for Small-Cap Stocks to Shine?

“In our view, US small-cap stocks are currently among the most expensive in the world, especially in the technology and health care sectors. With valuations looking expensive to us in the United States amid rising interest rates, we aren’t finding as many compelling opportunities as we are in Europe and Asia outside of Japan.” - Franklin Equity Group’s Ed Lugo

Why It’s Time to Get Back to Basics
Equity

Why It’s Time to Get Back to Basics

“We think the good earnings growth so far this year provides a reasonably positive corporate earnings backdrop for the rest of the year. The earnings backdrop should play an important role in [UK] small-cap performance going forward, especially compared against the top end of the market, where the tailwind of sterling depreciation has now virtually faded.” – Richard Bullas, Franklin UK Equity team, August 15, 2017.