Beyond Bulls & Bears

A call to more arms: Sparking a European industrials revival
Equity

A call to more arms: Sparking a European industrials revival

Franklin Mutual Series sees increasing opportunities in European industrials as the Continent rearms and looks to improve its creaking infrastructure.

European stock valuations are knocking—answer
Equity

European stock valuations are knocking—answer

Franklin Mutual Series sees value opportunities across Europe as efforts to improve competitiveness, potential political change in Germany and a focus on shareholder returns boost market sentiment.

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.