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Published Work
Going Out of Style? Value vs. Growth
Recent market gyrations have many people asking: Is it time to pivot from a growth equities allocation to a value equities allocation? But that's the wrong question. Instead of asking which style is likely to outperform, investors should be asking why they're performing differently.
Evidence Supports Active Equities in Emerging Markets
Passive investing strategies continue to attract big money. But think carefully before choosing to track a benchmark in emerging markets (EM). Active managers offer several clear benefits for equity investors in the developing world.