Beyond Bulls & Bears

The rerating horserace
Equity

The rerating horserace

Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.

Springtime for Japanese stocks
Equity

Springtime for Japanese stocks

The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.

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.

Global value stocks offer potential stability in a more uncertain 2024
Equity

Global value stocks offer potential stability in a more uncertain 2024

Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.  

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

International value investing makes a comeback
Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

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.

International equities: Poised for recovery
Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

One small step forward—one giant leap away from deflation in Japan
Equity

One small step forward—one giant leap away from deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.

The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.