Franklin Mutual Series Insights

In their latest Value Vantage Point, Franklin Mutual Series believes compelling opportunities emerge for value investors when a growth company seemingly breaks.

Quality small- and mid-cap stocks look poised for ongoing strength, given attractive valuations, increasing earnings and a more favorable regulatory environment.

With German fiscal spending rising, interest rates low and reforms continuing, European value stocks have the potential to shine despite the current political uncertainties, says Franklin Mutual Series.

US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.

Franklin Mutual Series remains bullish on Japanese companies embracing corporate change, underpinned by budding economic progress.

Franklin Mutual Series believes low valuations, the potential for better economic growth and increasing shareholder returns make international stocks increasingly appealing.

Franklin Mutual Series sees increasing opportunities in European industrials as the Continent rearms and looks to improve its creaking infrastructure.

Artificial intelligence has largely been a growth story, but Franklin Mutual Series believes value investors may find opportunities in the companies that build and power data centers or that spring up to take advantage of AI uses.

Franklin Mutual Series sees value opportunities across Europe as efforts to improve competitiveness, potential political change in Germany and a focus on shareholder returns boost market sentiment.

Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.

Value stocks were strong in late 2024, and Mutual Series sees trends that could push this performance into 2025 and beyond.

There are reasons for optimism that value stocks can continue to perform well over the coming months as the global economy remains strong and the group benefits from several long-term structural trends, according to Franklin Mutual Series.

Franklin Mutual Series sees continued opportunities in Europe, as attractive valuations, along with monetary and fiscal stimulus and regulatory reform support regional equities.

Franklin Mutual Series believes international markets could provide an attractive opportunity now as a result of fiscal stimulus and increased infrastructure spending.