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Digging into the Roots of US Trade Tensions
by Norman Boersma of Franklin Templeton Investments, 6/26/18

Talk of a “trade war” between the United States and several of its key trading partners continues to intensify. China has borne the brunt of the US tariffs targeting a wide range of goods, and has retaliated with threatened reprisals of its own, creating a tit-for-tat situation between the world’s two largest economies.

Growth and Value Investing: A Complementary Approach
by Stephen Dover, Norman Boersma of Franklin Templeton Investments, 3/14/18

Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or proposition.

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.

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.

Global Equity Outlook: Clouded by Uncertainty
by Norman Boersma of Franklin Templeton Investments, 12/27/13
Global equity investors generally had reason to cheer in 2013, and seemed more willing to embrace risk as the year progressed. Will the bullish mood persist in 2014? Norm Boersma, Chief Investment Officer, Templeton Global Equity Group, says that while its clear global investors have been allocating more dollars toward equities in recent days (particularly US equities), there are still a number of unknowns that make it hard to be overly exuberant.

Are Equity Investors Pushing the Gas Pedal Too Hard?
by Norman Boersma of Franklin Templeton Investments, 5/21/13
Whatever previous reticence investors may have had about equities last year seems to have evaporated and, with remarkable speed, turned into fear over having missed the equity rally. Some major market averages have accelerated at a pace some say is reckless, so as we head toward the mid-point of the year, Norm Boersma, CFA, chief investment officer of Templeton Global Equity Group, takes a look at reasons investors might continue to push the gas pedalor tap the brakes.

New Year's Vantage Point: Norm Boersma
by Norman Boersma of Franklin Templeton Investments, 1/11/13
As we ring in a new year, it's a good time to gain some perspective on where we've been, and where we might be headed. Norm Boersma, CFA, chief investment officer of Templeton Global Equity Group, takes a look at the current headwinds facing the global equity markets, from fiscal imbalances to growth challengesand how market uncertainty can result in market mispricings.
7 results found.