Beyond Bulls & Bears

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.

Global value stocks—The compelling case at midyear
Equity

Global value stocks—The compelling case at midyear

There are reasons for optimism that value stocks can continue to perform well over the coming months as the global economy remains strong and the group benefits from several long-term structural trends, according to Franklin Mutual Series.

The rerating horserace
Equity

The rerating horserace

Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.

Springtime for Japanese stocks
Equity

Springtime for Japanese stocks

The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.

Global value stocks offer potential stability in a more uncertain 2024
Equity

Global value stocks offer potential stability in a more uncertain 2024

Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.  

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

International value investing makes a comeback
Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

The value of dividends in any season
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The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Something of value
Equity

Something of value

Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.

Euro fall: Why parity between the euro and US dollar may persist
Equity

Euro fall: Why parity between the euro and US dollar may persist

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.

Communications breakdown: The broadband wasteland
Equity

Communications breakdown: The broadband wasteland

In the second of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series maps out cable companies’ rocky traverse to new territory and reveals areas where she sees opportunities abound.