Beyond Bulls & Bears

Japanese rotation: uncertain politics, appealing value opportunities
Equity

Japanese rotation: uncertain politics, appealing value opportunities

A change in Japanese political leadership has sparked some financial market volatility, but Franklin Mutual Series continues to see value investment opportunities as inflation returns and companies embrace change.

A vote for value stocks in 2024
Equity

A vote for value stocks in 2024

At Mutual Series, we do not believe the packed and contentious 2024 global election season will upend the major long-term trends around supply-chain links, energy security and defense—all of which can further support certain value stocks.

Get real (assets)
Equity

Get real (assets)

Mutual Series sees an increasing number of investment opportunities in real assets.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

Value stocks—now and always
Equity

Value stocks—now and always

The value style is in the early stages of what Mutual Series believes could be a multi-year outperformance relative to growth.