September 09, 2021 Turning the Tide: Five Potential Recovery Drivers for Value Equities by Avi Lavi Value stocks are once again facing questions about an uncertain future after a seven-month value rally through May. But there are still good reasons to anticipate a renewed recovery. Coronavirus, Equities, Rising Rates Likes 0 SHARE Bookmarks
September 01, 2021 China’s Green Reforms to Clean Up Dirty Industries Creates Opportunity by John Lin, Samuel Chen While developed countries shape climate agreements, it’s China’s participation that matters most and will impact both climate change and investments. China, Emerging Markets, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 31, 2021 Finding Defensive Stocks Ripe for Recovery by Kent Hargis, Sammy Suzuki, Ian McNaugher Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal? Active & Passive , Equities, Volatility Likes 0 SHARE Bookmarks
August 26, 2021 Smaller Stocks Defy Emerging-Market Weakness by Sergey Davalchenko Emerging-market stocks have hit a rough patch, but shares of smaller companies have held up well. The recent resilience shows how smaller stocks offer investors an attractive way to access emerging markets without taking on more large-cap or China risk. Emerging Markets, Equities Likes 0 SHARE Bookmarks
August 16, 2021 Time Is Money: Restoring Investor Confidence in Long-Term Cash Flows by Frank Caruso, Chris Kotowicz, Vincent Dupont As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations. Equities, Rising Rates Likes 0 SHARE Bookmarks
August 10, 2021 The New IQ: Investing in Quality by Chris Hogbin Given the testing times that we live in, identifying high-quality companies is increasingly important for equity investors. But there are different ways to find sustainable cash flows and solid businesses. Active & Passive , Equities Likes 0 SHARE Bookmarks
August 06, 2021 Vacation Variants: Travel Indicators Mark Different Recovery Paths by James T. Tierney, Jr., Dev Chakrabarti, Jonathan Berkow US vacationers are out in force while the holiday scene remains subdued in Europe and Asia. How can equity investors capture the unfolding global mobility recovery? Coronavirus, Equities Likes 0 SHARE Bookmarks
July 28, 2021 Can Onshore Stocks Offer Shelter from China’s Market Storm? by John Lin Chinese stocks have tumbled amid a regulatory crackdown on education and technology companies. We believe the risks are less acute in the onshore A-share market. China, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 19, 2021 Look Inside Hot Products for Transformational Growth Stocks by James T. Tierney, Jr. Many companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products. Equities Likes 0 SHARE Bookmarks
July 19, 2021 Quality Enhances Value for Investors After Market Crises by Cem Inal, Dennis Stakhov, James MacGregor Market crises typically create fertile ground for value stocks to outperform in a recovery. Our research suggests that higher-quality stocks within the value cohort can deliver even better results over time. Equities Likes 0 SHARE Bookmarks
July 14, 2021 Value Equities: Pinpointing Sources of Pent-Up Potential by Avi Lavi Has the value recovery has run its course? We don’t think so. Three big trends that fostered a historic run-up in growth stock multiples over several years have only just begun to unwind. Equities Likes 0 SHARE Bookmarks
July 07, 2021 Emerging Innovation: Three Trends for Growth Stock Investors by Laurent Saltiel, Sergey Davalchenko A wave of corporate innovation in emerging markets is driving growth from within and providing equity investors with higher quality, sustainable opportunities across many countries. Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 06, 2021 Earnings Bounce Poses Quality Test for Equity Investors by Christopher Hogbin With earning rebounding across sectors, investors should lean on quality to find stocks that will perform well in a normalizing world economy. Coronavirus, Equities, Inflation Likes 0 SHARE Bookmarks