Beyond Bulls & Bears

Closing the European Performance Gap
Equity

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.

Why Digital Transformation Should Remain Resilient in 2020
Equity

Why Digital Transformation Should Remain Resilient in 2020

“In our view, select companies enabling digital transformation are likely to outperform competitors in the years ahead.” – Jonathan Curtis, Franklin Equity Group

Three Reasons to Consider Dividend Growers
Equity

Three Reasons to Consider Dividend Growers

“As long-term investors, our strategy is to invest in rising dividends companies, or companies with a demonstrated track record of substantial and sustainable dividend growth.”– Nick Getaz and Matt Quinlan, Franklin Equity Group