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Philippe Brugere-Trelat: Global Expectations for 2015

Feb 20, 2015

Featuring:  Philippe Brugere-Trelat, Franklin Mutual Global Discovery Fund Portfolio Manager

  • China and Europe may be opportunistic areas for investors in 2015.
  • QE in Europe should continue to weaken the euro—which makes European goods and services more competitive in world markets.
  • There is a small, but real risk that Greece is forced to exit the Eurozone—but most likely a compromise will be reached.
  • The crisis in Eastern Europe may fester, but as long as the crisis doesn’t escalate into open military confrontation, things will probably be okay.
  • While the US economy is growing at a fast clip, attractive investments in the US have become harder to find for value investors.
  • Franklin Mutual Series has a hedged currency strategy so stock choices are not negatively or positively impacted by changes in currency values.
View full story for details and footnotes | Print page

Important Legal Information

The information provided is not a complete analysis of every material fact regarding any country, market, industry, security or fund. Because market and economic conditions are subject to rapid change, comments, opinions and analyses are rendered as of February 20, 2015, and may change without notice. A portfolio manager’s assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy; it is intended only to provide insight into the fund’s portfolio selection process. Holdings are subject to change.

Franklin Mutual Global Discovery Fund Description
The fund seeks capital appreciation. Its strategy is focused on undervalued mid- and large-cap equity securities, which may include foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

What Are the Risks?
All investments involve risks, including possible loss of principal. Value securities may not increase in price as anticipated or may decline further in value. The fund’s investments in foreign securities involve certain risks including currency fluctuations, and economic and political uncertainties. Smaller-company stocks have exhibited greater price volatility than larger-company stocks, particularly over the short term. The fund’s investments in companies engaged in mergers, reorganizations or liquidations also involve special risks as pending deals may not be completed on time or on favorable terms. The fund may invest in lower-rated bonds, which entail higher credit risk. Please consult the prospectus for a more detailed description of the fund’s risks.

Investors should carefully consider a fund’s investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN/342-5236 or visit franklintempleton.com. Please carefully read a prospectus before you invest or send money.

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    For US residents only.