Beyond Bulls & Bears

Thoughts on Russia-Ukraine
Equity

Thoughts on Russia-Ukraine

The degree of the impact of recent Russia-Ukraine strife largely depends on the Western response, which in turn depends on the severity and duration of the conflict itself, according to Templeton Global Equity Group. The team shares its latest views on the situation.

Hasenstab: The Contrarian Case of Hungary

Hasenstab: The Contrarian Case of Hungary

We started investing in Hungary a number of years ago when the market was very bearish on the fundamental outlook for the country. We saw long-term potential even though we recognized that in the short term Hungary faced a difficult period.