Archives

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Single-Country Allocation: Viewing the Opportunity Through Three Lenses

The case for disaggregating international exposure by allocating to single countries remains strong, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds. She outlines three investment lenses that shape her team’s views.

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

International Growth Opportunities Amid the COVID-19 Crisis

As the global economy continues to grapple with the COVID-19 pandemic, there are still opportunities for investors, says Franklin Equity Group Portfolio Manager Don Huber. He has an eye on international companies able to navigate the crisis period—particularly those in regions where recovery is happening faster.

Don’t Let Home Country Bias Limit Your Investment Potential

It’s easy for investors to fall into what is known as “home country bias,” looking only within their own country’s borders for opportunities. That isn’t the case with Franklin Equity Group Portfolio Manager Don Huber—who is always searching the globe for quality growth opportunities. He says investors may be missing the boat if they don’t expand their opportunity set beyond their shores.

Value Emerges Outside Glare of US Markets

Today, we see much more undervaluation outside of the United States, including two emerging markets—South Korea and China—that have been out of favor in recent years.

A Revolutionary Idea: Investing in Europe (even Russia)

Investing in Russia has generally been risky, and its current clash with Ukraine provides yet another example of why. There are times, however, when we think investing in Russia makes sense.

The International Attraction of MENA Markets

The Saudi Arabian cabinet has finally authorized foreign direct investment in locally listed equities, with market opening now targeted for the first half of 2015. This is unanimously viewed as a massive step forward for the region.

Emerging Markets: Ugly Duckling or Swan?

Taking a Global Bond View

US Averts Crisis for Now, But Will Investors Lose Faith?

A Templeton View From Beijing