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Does Macron’s EU Reform Agenda Need German Support?
by Philippe Brugere-Trelat of Franklin Templeton Investments, 10/4/17

Philippe Brugere-Trelat, Franklin Mutual Series executive vice president and portfolio manager, Franklin Mutual European Fund, discusses the outlook for French President Emmanuel Macron’s eurozone proposals and European equities in the current political climate. Is Macron’s eurozone “wish list” in jeopardy?

Is France on the Cusp of a Thatcher Moment?
by Philippe Brugere-Trelat of Franklin Templeton Investments, 9/13/17

French President Emmanuel Macron is preparing to take on France’s powerful unions as he attempts to overhaul the country’s labor code. Here, Philippe Brugere-Trelat, Franklin Mutual Series executive vice president and portfolio manager, Franklin Mutual European Fund, explains why a Macron victory on this front could open up opportunities for investing in French equities.

Macron at 100 Days: New French President Faces Busy Autumn
by Philippe Brugere-Trelat of Franklin Templeton Investments, 8/23/17

A large chunk of French President Emmanuel Macron’s first 100 days in office came at a time when many Europeans were on holiday break. Here, Philippe Brugere-Trelat, Franklin Mutual Series Executive Vice President and Portfolio Manager, Franklin Mutual European Fund, says it’s unfair to judge Macron on such a short timeframe.

French Election Result: Macron Wins, But Can He Deliver?
by Philippe Brugere-Trelat, David Zahn, Dylan Ball, Emilie Esposito, Uwe Zoellner of Franklin Templeton Investments, 5/8/17

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting. Franklin Templeton’s investment professionals share their thoughts on the prospects of a Macron presidency and suggest it might not be plain sailing for the self-styled political outsider.

Cutting Through the Political Noise for Opportunities in Europe
by Philippe Brugere-Trelat, Katrina Dudley of Franklin Templeton Investments, 4/12/17

Amid the political uncertainty in Europe prompted by upcoming elections and the start of Brexit negotiations, another story is quietly playing out, involving improved economic and corporate conditions.

Europe’s Main Event: Economics vs. Politics
by Philippe Brugere-Trelat of Franklin Templeton Investments, 1/27/17

European equities have been in the tank for years, as the region has struggled with lackluster growth since the 2007-2008 financial crisis. But just as it appears that European stocks may be poised to benefit from higher global economic growth levels and an uptick in earnings, potential fallout from national elections...

On Brexit, Banks and Bargains
by Philippe Brugere-Trelat of Franklin Templeton Investments, 6/3/16
I believe the results of the June 23 referendum will likely mirror those of the 2014 vote on Scottish independence: Once people are in the voting booth, I believe they will sober up and decide to stick with the status quo.

Europe: Back to Business
by Philippe Brugere-Trelat of Franklin Templeton Investments, 8/2/15
The main very positive consequence of the Greek rescue agreement—even if nobody in Greece or in the eurozone at large seems to like it—is that Greece appears to be staying in the eurozone and the construct has been safeguarded.

Brexit Signs: Envisioning an EU Without the UK
by David Zahn, Heather Arnold, Philippe Brugere-Trelat of Franklin Templeton Investments, 5/28/15
In my view, the big risk for the United Kingdom of exiting the EU would be marginalization, not just economically, not just financially but also politically … I would even go so far as to suggest that the status of the United Kingdom as a large world financial center could be at risk if it were to leave the EU.

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?
by Philippe Brugere-Trelat of Franklin Templeton Investments, 9/13/14
As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors have responded by exiting European companies with exposure to the Russian economy. But even as evidence mounts that the Ukraine crisis is taking a toll on many European economies, it would be imprudent for long-term investors to give up on investing in Europe. Strong corporate earnings momentum, high dividend yields and the possibility of additional support from the European Central Bank (ECB) are just some of the reasons why he remains confident that,

Standing By Convictions in European Equities
by Philippe Brugere-Trelat of Franklin Templeton Investments, 7/24/14
European equities have garnered a fair share of attention lately as leading indicators suggest economies in the region are starting to recover from years of crisis and austerity-induced recessions. While some observers will point to recent equity market volatility as a sign that investors should remain defensive when selecting stocks in the region, Philippe Brugere-Trelat, executive vice president and portfolio manager, Franklin Mutual Series, says hes encouraged by recent developments.

A Time for Optimism in Europe?
by Philippe Brugere-Trelat of Franklin Templeton Investments, 2/18/14
Volatile markets and an uneven recovery may appear to justify a cautious outlook for investing in Europe right now, while in the US the specter of higher interest rates might also be signaling a challenging market environment ahead. Philippe Brugere-Trelat believes the investment case for European equities favors a more optimistic outlook and despite a bumpy start to the year for equities globally, he still sees the market as rife with potential opportunities for selective investors, particularly undervalued segments of the market. One place where he thinks caution is likely warranted? Japan.

A Time for Optimism in Europe?
by Philippe Brugere-Trelat of Franklin Templeton Investments, 2/13/14
Volatile markets and an uneven recovery may appear to justify a cautious outlook for investing in Europe right now, while in the US the specter of higher interest rates might also be signaling a challenging market environment ahead. The investment case for European equities favors a more optimistic outlook and despite a bumpy start to the year for equities globally, he still sees the market as rife with potential opportunities for selective investors, particularly undervalued segments of the market. One place where caution is likely warranted? Japan.

Why We Still Like China
by Philippe Brugere-Trelat, Andrew Sleeman of Franklin Templeton Investments, 8/23/13
When China, the worlds second-largest economy and an engine of global growth, sneezes many other markets catch colds. A spike in the countrys short-term lending rate in June gave some investors the sniffles at least temporarily, while others have turned bearish on China amid concerns growth rates this year could be under the weather. However, many investors may be overlooking some powerful macro-economic long-term shifts taking place in the economy that could ultimately improve Chinas bill of health.

European Equities: Beyond the Headlines
by Philippe Brugere-Trelat of Franklin Templeton Investments, 7/19/13
Its fairly easy for investors to find reasons to shun European equities. While struggles in some Eurozone periphery countries continue to make eye-catching headlines, the broader story of Europe is far less fatalistic, according to Mutual Series Executive Vice President Philippe Brugere-Trelat, who manages the Mutual European Fund, Mutual Global Discovery Fund and Mutual International Fund. When it comes to Europe, he says one shouldnt throw out the baby with the bathwater, so to speak.

ECB Throws Euro a Life Preserver
by Philippe Brugere-Trelat of Franklin Templeton Investments, 9/24/12
A few short months ago, the euro appeared to be in critical condition. The crushing weight of debt, particularly in Southern Europe, seemed to be sucking the life out of the European Union. Now that the European Central Bank has announced that it stands ready to provide some life support to the euro, the contagion fears seem to have ebbed, and one might even say predictions of its death were perhaps greatly exaggerated.
16 results found.