Beyond Bulls & Bears

Value stocks and the duality of markets in 2025
Equity

Value stocks and the duality of markets in 2025

Value stocks were strong in late 2024, and Mutual Series sees trends that could push this performance into 2025 and beyond.

Japanese rotation: uncertain politics, appealing value opportunities
Equity

Japanese rotation: uncertain politics, appealing value opportunities

A change in Japanese political leadership has sparked some financial market volatility, but Franklin Mutual Series continues to see value investment opportunities as inflation returns and companies embrace change.

China’s ETF outflows captured elsewhere in Asia
ETFs

China’s ETF outflows captured elsewhere in Asia

For years, India has been ramping up to contend with China as the region’s top technology leader. Pandemic-era supply chain issues hastened its successes in luring foreign tech firms. Now, equity investment flows are following suit. Dina Ting of Franklin Templeton ETFs highlights a few factors behind how the subcontinent is benefiting from rotational flows.

Anatomy of a Recession Update: What we don’t know about tariff plans
Equity

Anatomy of a Recession Update: What we don’t know about tariff plans

With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

Quick Thoughts: An election like no other—implications for investors
Multi-Asset

Quick Thoughts: An election like no other—implications for investors

The election victory for Donald Trump and the Republicans is only one part of their sweeping opportunity to unleash stronger economic growth that could lift corporate earnings. Stephen Dover, Head of Franklin Templeton Institute, shares his post-election observations.

Quick Thoughts: A big night for the Republicans
Perspectives

Quick Thoughts: A big night for the Republicans

US election results have implications for bond yields and stock market sectors. Head of Franklin Templeton Institute, Stephen Dover summarizes what investors need to know.

Meet the Manager: Lauren DeMore
Equity

Meet the Manager: Lauren DeMore

Emerging markets expertise can be a springboard to unexpected advancement, as Lauren DeMore discovered when she became a Portfolio Manager focusing on large-cap value strategies. Encouragement from colleagues helped, and now Lauren tries to do the same for others, as she describes in this Q&A.

Quality small caps can offer a smoother climb
Equity

Quality small caps can offer a smoother climb

Small-cap stocks took a rollercoaster ride this summer, but Franklin Mutual Series sees long-term opportunities in quality small-cap value stocks with low debt and good earnings potential.

The US presidential election and the innovation ecosystem
Equity

The US presidential election and the innovation ecosystem

The 2024 US presidential election could have broad and enduring implications for how and where innovation thrives, and for America’s continued leadership in new and emerging technologies. In this roundtable discussion, key members of Franklin Equity Group explore how different election outcomes could impact the future of the technology sector and innovation-driven businesses across a range of industries.

Quick Thoughts: Expanding opportunities in India’s equity markets
Equity

Quick Thoughts: Expanding opportunities in India’s equity markets

Franklin Templeton Institute’s Stephen Dover and Christy Tan offer insights for investors on the growing and diverse Indian market.

Quick Thoughts: US employment insights and implications for investors
Perspectives

Quick Thoughts: US employment insights and implications for investors

Fed Chair Jerome Powell’s latest message on monetary policy signals readiness for rate cuts—Franklin Templeton Institute’s Stephen Dover explains the implications for investors.

Quick Thoughts: 2024 US election—implications for investors
Perspectives

Quick Thoughts: 2024 US election—implications for investors

The US presidential election is often seen as decisive for the economy and overall investor portfolios, but it may not matter as much as people think, according to Franklin Templeton Institute.