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Latest Comments |
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Emerging Markets Newsletter – April 2012
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09/05/12 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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The case for emerging-market debt – April 2012
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03/05/12 |
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According to the Franklin Templeton Fixed Income Group, emerging-market
debt represents a potentially interesting segment of the market for investors seeking to increase diversification.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – March 2012
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04/04/12 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Mutual Series: A glimmer of stability on the long road to repair – March 2012
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29/03/12 |
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Since the European Central Bank’s announcement of the Long-Term Refinancing Operation last December, European stocks have been up significantly, indicating a positive response by the equity markets.
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(PDF, <200k) |
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Emerging Markets Newsletter – February 2012
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06/03/12 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Commodity Investing: Trends in the Oilfield Services Sector – February 2012
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29/02/12 |
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Although many oilfield services stocks may appear to offer better
upside potential, Franklin Equity Group is committed to finding the strongest companies with durable
business models that also have exposure to secular themes within the sector.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – January 2012
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08/02/12 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Focus on Dividends – January 2012
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02/02/12 |
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As the Franklin Equity Group analyzes relative value across asset
classes and search for opportunities for yield, we have noticed that a very broad portion of the U.S.
equity market now offers income-generating investments.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – December 2011
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09/01/12 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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European Equities: Seeking Value in the Midst of the European Debt Crisis - December 2011
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03/01/12 |
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The Mutual Series team has been finding value in companies that are domiciled
and traded in Europe but are not significantly European in their footprint.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – November 2011
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09/12/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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A positive outlook and attractive opportunities in the current Global Bond market environment – November 2011
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01/12/11 |
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The Franklin Templeton Fixed Income Group expects the fundamental outlook will likely be influenced by the answers to three questions:
Will the United States enter a recession? Will the eurozone break up? Will China experience a hard landing?
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(PDF, <200k) |
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| Not available in Audio version |
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Video: Dr. Michael Hasenstab Market Outlook – October 31, 2011
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10/11/11 |
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Michael Hasenstab, Senior Vice President, Portfolio Manager and Co-director of the Franklin Templeton
International Fixed Income Team, has recently recorded a video in which he gives his view on the European
debt crisis, opportunities in currencies, credit and interest rates, investment approach during market
volatility, capital outflows in Asia and assessment of Emerging Markets.
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Emerging Markets Newsletter – October 2011
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08/11/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Although equity valuations look appealing, the situation in Europe is finely balanced – October 2011
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04/11/11 |
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The Franklin Equity Group remains cognizant that the situation in Europe has remained finely balanced between a net resolution and a much messier outcome – a Greek default.
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(PDF, <200k)
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| Not available in Audio or Video version |
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Lessons of the Irish Comeback - October 7, 2011
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07/10/11 |
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According to Dr. Michael Hasenstab, Ireland's example could offer other indebted countries some inspiration for solving their own crises.
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Read More
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| Not available in Audio or Video version |
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Global Growth Investing in Today's Markets - September 2011
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11/10/11 |
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Despite the recent upswing in market volatility, the strategy of the Franklin Equity Group has continued to focus on each company's growth, quality and valuation when choosing potential investments.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – September 2011
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04/10/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – August 2011
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12/09/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Views on the 2011 Divergence in Gold Bullion Prices and Gold Equities – August 2011
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05/09/11 |
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Despite certain headwinds and weak recent performance, gold equities
continue to exhibit strong characteristics, and the Franklin Equity Group believes there are intriguing
reasons to consider gold equities as part of a diversified portfolio.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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S&P downgrade – New dynamics
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08/08/11 |
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As a result of the U.S. long-term sovereign credit downgrade by
Standard & Poor’s to AA+ from AAA, Roger Bayston (Franklin Templeton U.S. Fixed Income Team) expects
some portfolio asset shifting in the market place, but does not anticipate global investors to lose
interest in the U.S.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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U.S. equity comments on market volatility
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08/08/11 |
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The S&P downgrade of U.S. credit to AA+ from AAA could lead to market
volatility and declines in the short term, however the Franklin Equity Group does not believe the recent
downturn in the stock market is indicative of a double-dip recession.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Global fixed income comments on market volatility
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04/08/11 |
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Michael Hasenstab, Co-Director of Franklin Templeton International
Fixed Income Group: “When we look around the globe from a valuation standpoint, we see better opportunities
outside of U.S. Treasuries. In countries such as Australia or South Korea, we believe investors can access
relatively high yield potential without taking what we consider to be too much duration or credit risk and
can position in currencies of countries that are not printing too much money.”
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(PDF, <200k) |
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European Equities: A Perspective on the Debt Crisis – July 2011
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02/08/11 |
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The Mutual Series team believes that a crisis can create good
opportunities, but two conditions are necessary: you must do your homework as well as you can, and
you have to be patient.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – June 2011
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11/07/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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A Recent Pullback in Commodities – June 2011
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07/07/11 |
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The strategy employed by the Franklin Equity Group seeks to take advantage
of short-term market volatility by positioning more conservatively when they feel there is froth in the market
or there is the potential for significant weakness.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – May 2011
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16/06/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Africa: A Continent of Opportunities – April 2011
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07/06/11 |
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Despite the continent�s problems, the Templeton Emerging Markets Group is encouraged by another side of Africa that is gradually emerging with the development of capital markets, consumerism and technology.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Japan after the Quake: Maintaining a Long-Term Perspective –
April 2011
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11/05/11 |
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In the current uncertain environment, investors in Japan may be
best served by following a sound roadmap and maintaining a long-term perspective.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – April 2011
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05/05/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – March 2011
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18/04/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video: Dr. Michael Hasenstab Market Outlook – March 2011
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31/03/11 |
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Michael Hasenstab, co-director of the Franklin Templeton International Fixed Income Team, has
recently recorded a video in which he gives his view on the global recovery status, inflation
outlook, currency opportunities and rising interest rates.
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Emerging Markets Newsletter – February 2011
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11/03/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Video: Understanding the impact of Libyan Unrest on Oil Prices – February 28, 2011
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03/03/11 |
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On his interview Fred Fromm, Vice President and Portfolio Manager for Franklin Equity Group,
discusses the impact of Libyan unrest on oil prices.
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The Search for Value in 2010 and Our Outlook for 2011 – January 2011
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16/02/11 |
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For Mutual Series, equities have remained the core of our portfolios. Throughout 2010, we moved capital from positions that had reached what we considered fair value to new, undervalued opportunities. For 2011, we see a few positive signposts around the world.
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(PDF, <200k) |
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| Not available in Audio or Video version |
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Emerging Markets Newsletter – January 2011
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14/02/11 |
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Monthly information from Templeton Emerging Markets Team
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(PDF, <200k) |
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| Not available in Audio or Video version |
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