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.
After years of lagging behind 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.
Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.