While oil has dealt with a relatively recent increase in supply, iron ore has been suffering through a long-term glut. And, based on our analysis of future supply/demand trends, we expect the abundance of iron ore to continue—and possibly increase.

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russias annexation of Crimea. The continued complexity of the crisis in Ukraine now threatens to derail Europes fragile economy, and European stocks have suffered. That said, more attractive valuations in Europe may lure investors back to European stocks, according to Tucker Scott, portfolio manager and executive vice president, Templeton Global Equity Group. He sees opportunity through the fog of crisis and makes a case for finding value in Europe&m

Investors have tentatively begun to buy into the European recovery story, but remain fearful of the regions fragility. A few bits of upbeat economic data recently have provided grounds for optimism, and the European Central Banks continued commitment to holding the Eurozone together has boosted confidence. Tucker Scott, portfolio manager forTempleton Foreign Fund, still sees a few economic roadblocks in Europe but also plenty of progress. He shares where hes finding signs of strength and investment opportunities.