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Why Abe’s Victory Could Help Lift Japanese Stocks
by Cindy Sweeting, Alan Chua of Franklin Templeton Investments, 10/24/17

Shinzo Abe’s coalition victory in the October 22 snap election helps pave the way for his fourth term as Japanese prime minister. Here, Templeton Global Equity Group’s Cindy Sweeting and Alan Chua give their take on what Abe’s pro-growth policies could mean for Japan’s investment landscape.

Navigating an Uncertain Second Half
by Cindy Sweeting, Tony Docal of Franklin Templeton Investments, 8/9/17

Receding political anxiety and a gathering economic recovery in Europe helped global equity markets advance in the first half of 2017. Yet Templeton Global Equity Group’s Cindy Sweeting and Tony Docal say investors should be somewhat cautious in the second half of the year.

Could the Rally in Global Equities Keep Rolling?
by Cindy Sweeting of Franklin Templeton Investments, 2/7/17

Although global equity markets have rallied recently, some investors may feel unsettled about the changes occurring in many parts of the world—and what those changes could mean for their portfolios.

What’s Driving US, European Voter Resentment?
by Cindy Sweeting of Franklin Templeton Investments, 11/1/16

Voters in a democracy often respond more to perception than reality, particularly when it comes to issues of patriotism, pride and identity. It isn’t always just about the bottom line.

Value Unbound: The Implications of a Nascent Value Revival
by Norman Boersma, Cindy Sweeting, Heather Arnold of Franklin Templeton Investments, 6/9/16
During the (tech) bubble, all it took to topple tech stocks priced for perfection was a little bit of bad news. Just a little bit of good news may be sufficient today to spark a recovery among value stocks that seem to be pricing in permanent disappointment.

Can European Banks Rebound from the Triple Whammy
by Cindy Sweeting, Peter Wilmshurst of Franklin Templeton Investments, 6/1/16
Although we expect banks will likely have to raise their loan-loss provisions for energy borrowers in the near term, we don’t believe it will significantly crimp their bottom lines.

Greece’s Precarious Position
by Norman Boersma, Cindy Sweeting, Heather Arnold of Franklin Templeton Investments, 7/10/15
Given how fluid this situation is currently, attempting to assign probabilities to a Greek exit scenario remains a moving target on a daily basis.

Buying Time: Why We Think M&A Is Here to Stay
by Cindy Sweeting of Franklin Templeton Investments, 5/6/15
In an environment of still-moderate global economic growth that may not promise great rewards for new investment or capital expenditure, the market appears more prepared to accept that well-thought-out M&A, financed by lower-cost capital and low interest rates, could be quickly accretive.

Weighing the Odds of Compromise in Greece, and the “Grexit”
by Heather Arnold, Cindy Sweeting, Norm Boersma of Franklin Templeton Investments, 1/30/15
Against a backdrop of growing dissatisfaction with Greece’s bailout terms [imposed by the “troika” of lenders comprised of the European Commission, European Central Bank (ECB) and International Monetary Fund], the country’s parliament failed to decisively elect a president in December 2014, resulting in the dissolution of the parliament and the calling of new elections for January 25, 2015.

European Bank Stocks: Time to Buy, or Bail?
by Cindy Sweeting of Franklin Templeton Investments, 8/19/14
In recent months, European banks have been under increased regulatory scrutiny, meeting the ire of regulators (in the United States in particular) for a range of alleged improprieties, resulting in sizable financial penalties. Throw in a bailout-inducing crisis at Portugals Esprito Santo bank, and its perhaps no surprise that share prices of many bank stocks in Europe have languished this year. These developments have provided investors with a stark reminder of the risks associated with investing in the banking sector.

Value-Hunting in the US
by Cindy Sweeting of Franklin Templeton Investments, 1/31/14
With key stock indices in the US closing the year near historical highs and many pundits predicting stronger growth rates both in the US and globally going into 2014, one would think bargains would be hard to find this year. Januarys volatility, however, proved just how unpredictable markets can be. The recent market gyrations may be somewhat painful for many investors in the short-term, but the silver lining is that corrections can serve up buying opportunities, particularly for long-term, value-oriented investors.

Going Against the Grain, Again
by Cindy Sweeting of Franklin Templeton Investments, 12/6/13
Going against the grain is never easy, particularly when it comes to investing. But if you dont take the risk of moving out of the crowd and taking a different path, you cant really stand out. Templeton has focused on bottom-up value investing, which often puts it at odds with the broader market consensus. We go back in history to describe how the strategy has persevered through different market cycles, and why the Templeton team has been going against the grain by investing in Europe at a time when other investors had lost faith.

Once-a-Generation European Opportunity?
by Cindy Sweeting of Franklin Templeton Investments, 8/15/13
Sir Johns contrarian conviction was so strong, that in 1939 when WWII had investors fleeing the markets, he bought every stock on the New York Stock Exchange trading under a dollar. Cindy Sweeting, Director of Portfolio Management at Templeton Global Equity Group, espouses Sir Johns contrarian approach, although as a more selective bottom-up stock-picker today. As the markets have bumped along recently she has also echoed his money-where-your-mouth-is action, avoiding the same trend plays everyone else is making by the doing the far more difficult work of going against the grain.
13 results found.