Posted inHead To Head

HEAD-TO-HEAD: Franklin Templeton vs OMGI

FSA compares two US equity products: the Franklin Templeton US Opportunities Fund and the Old Mutual North American Equity Fund.
by Francis Nikolai Acosta
US equities

12345

Pictured above: Fatima Khizou, Morningstar

US equities continue to set record highs. The S&P 500 was up 15% year-to-date, according to data from Bloomberg.

Along with the rising index, there is increasing concern about high valuations. The asset class has been the most expensive among the major global equity markets, with a forward price-to-earnings ratio of 18.2, according to a report from MSCI.

But the high valuations appear to be supported by underlying economic growth in the US, Kevin Anderson, State Street Global Advisors’ Asia-Pacific head, said previously. Because of that, he does not expect any huge market correction.

Against this backdrop, Fatima Khizou, London-based analyst for manager research at Morningstar, compares two US equity funds, the Franklin US Opportunities Fund and the Old Mutual North American Equity Fund.

12345

Related Stories

FSA SPY

The FSA Spy market buzz – 22 February 2025

GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.

Part of the Mark Allen Group.