Archives

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.

Europe Outlook: A French Economic Evolution

Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.

Quick Thoughts: Addressing Undiversified Risk

When diversification is a core principle for successful investing, what stops women from offering their talents in finance and investment careers? Katrina Dudley, Investment Strategist for Franklin Mutual Series, and I discussed diversification risks and Dudley’s and Ellen Carr’s new book, "Undiversified: The Big Gender Short in Investment Management".

Eurovision: Scores of Return Potential

Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention. They believe newfound stability and unity of the region, its pioneering use of regulation and environmental initiatives and accelerating vaccine rollout provide Europe scores of return potential.

Europe’s “Man on the Moon” Moment

While 2020 brought many challenges and uncertainties for investors in Europe, Franklin Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi see reasons to be optimistic about the future. They outline positive long-term attributes many may be overlooking.

US 2020 Election Investment Pulse: Positive for Europe

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritised. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.

Meet the Manager: Katrina Dudley

“When I was hired in 2002, I was five months pregnant with my first child. Franklin Mutual Series invested in me, knowing I would need some time off relatively quickly and that I would be going through a significant life change. I think it says a lot about the long-term view we take on everything here.” - Katrina Dudley

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

Why Macron’s Reform Agenda Is Boosting Business Optimism

“We see signs that France’s economy is starting to improve under President Emmanuel Macron. France is enjoying its best streak of economic growth in more than six years. And, French companies are hiring at the fastest pace in almost 17 years." – Katrina Dudley, portfolio manager, Franklin Mutual Series

Deep Value Diving in the Eurozone

Picking Stocks, Stock-by-Stock