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Going Against the Grain, Again

10 December 2013

Going against the grain is never easy, particularly when it comes to investing. But if you don’t take the risk of moving out of the crowd and taking a different path, you can’t really stand out. Since its inception, Templeton Global Equity Group has focused on bottom-up value investing, which often puts it at odds with the broader market consensus. Cindy Sweeting, director of portfolio management, Templeton Global Equity Group, goes back in history to describe how the strategy has persevered through different market cycles, and why the Templeton team has been going against the grain by investing in Europe at a time when other investors had lost faith.

Winners become losers in the great profit trap – Absa

09 December 2013

Local investors, flush with equity gains over the past two years, are fast approaching a pitfall with the potential to turn big short-term winners into long-term losers.

Patience in Asia

05 December 2013

Investing in a multitude of markets and companies as we do within the Templeton Emerging Markets Group means that at any given point in time it may appear to some that they are underperforming or outperforming any particular benchmark index or market. Such is the nature of global financial markets. Of course, we’d like all of our investments to go straight up, but at the same time continually like to find new bargains for investors. So having all stocks in a given market all go up is not necessarily a good thing when you are looking for values. In addition, we recognize that sometimes conviction is required to weather short-term setbacks when we believe a long-term investment case can be made for a particular stock. We embrace those setbacks as opportunities to snap up potential bargains. Unfortunately, many investors today seem to lack patience, and may be losing patience with some emerging markets in Asia this year— China is perhaps the largest case-in-point.