Beyond Bulls & Bears

Why We’re Not Obsessing over the Brexit Effect
Equity

Why We’re Not Obsessing over the Brexit Effect

It’s approaching crunch time for Brexit. The resolution is far from clear, but Colin Morton, vice president and portfolio manager, Franklin UK Equity team, believes the time has come to start looking past the short-term effects of the United Kingdom’s divorce. He suggests investors should focus on factors that might influence their portfolios once the outcome has been decided.

Speeding Towards Brexit, Some Off-Ramps Emerge: A Dialogue with Lord Kerr
Perspectives

Speeding Towards Brexit, Some Off-Ramps Emerge: A Dialogue with Lord Kerr

The Brexit clock is ticking as the United Kingdom’s departure from the European Union (EU) is set to take place in March 2019. But is the UK ready to leave? And is there still a chance it won’t? We hear from Sandy Nairn, Templeton Global Equity Group chairman and Edinburgh Partners CEO, and Lord Kerr, former diplomat and current chairman of Scottish Power and crossbench member of the House of Lords.

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.

UK Mid-Caps: Appealing to a Global Audience
Perspectives

UK Mid-Caps: Appealing to a Global Audience

The same value assessments that make UK mid-cap stocks attractive to overseas investors could, we think, lead to heightened levels of M&A in this space in the coming year.

UK Equity Outlook: Headwinds and Tailwinds
Equity

UK Equity Outlook: Headwinds and Tailwinds

We are hoping that some of the spill-over effects of the extraordinary monetary policy in place in economies across the world, coupled with the passing of time, will inject a little bit of pizzazz into the equity markets this coming year.

In the Know: The UK Election 2015

In the Know: The UK Election 2015

The obvious big winners from the election result, in our view, are likely to be those sectors that had the potential to be impacted by a change in the political hue of the government such as house builders, real estate companies, utilities, tobacco companies and support service businesses.

Redefining the Large- Vs Small-Cap Debate

Redefining the Large- Vs Small-Cap Debate

A lot of investors looking for equity values want to try to split the market into large-, mid- and small-cap. I think what's been going on recently is a little bit more complicated than that.