The Winds of Market Change

Dr. Mark Mobius from the Templeton Emerging Markets Group discusses opportunities in Europe and emerging markets

Franklin Templeton Investments 14 September, 2012 | 11:00AM

This article is part of Morningstar's "Perspectives" series, which is a series of articles written by third-party contributors. 

As we cross the mid-way point of the year, you might say the equity and fixed income markets have been a lot like the recent weather in much of the world: uncertain, and tending toward extremes. The perception of a stormy economic climate has driven some equity valuations to extremely low levels, particularly in Europe, and investors have been pouring into fixed income despite extremely low yields.

For a temperature check of Europe and emerging markets, we turned to Dr. Mark Mobius, executive chairman of Templeton Emerging Markets Group, for his long-term perspective on where shifts in the changeable economic climate could occur.

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About Author

Franklin Templeton Investments  is one of the world's largest asset management groups, offering UK investors a range of over 80 funds across different market sectors.

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