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, Invest for Growth, Rising Rates 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 , Climate Change, Equities, Invest for Growth, Volatility 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, Invest for Growth, 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, Invest for Growth 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, Invest for Growth Likes 0 SHARE Bookmarks
July 19, 2021 Quality Enhances Value for Investors After Market Crises by Cem Inal, Denise Boynton, 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, Invest for Growth 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, Invest for Growth Likes 0 SHARE Bookmarks
July 07, 2021 Emerging Innovation: Three Trends for Growth Stock Investors by 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. Climate Change, Emerging Markets, Equities, Invest for Growth Likes 0 SHARE Bookmarks
July 06, 2021 Earnings Bounce Poses Quality Test for Equity Investors by Chris 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, Invest for Growth Likes 0 SHARE Bookmarks
June 08, 2021 Healthcare Stocks: Four Questions for the Recovery by Vinay Thapar, Ryan Oden Returns for healthcare stocks have been disappointing through the market’s recovery from the pandemic. But there’s still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest. Coronavirus, Equities, Invest for Growth Likes 0 SHARE Bookmarks
June 03, 2021 What’s Behind the Value-Growth Performance Gap? by Avi Lavi Global value stocks still trade at a near-record discount to growth stocks, even after handily outperforming since November. That’s a huge turnaround after growth stocks had dominated for many years. So what was behind the prolonged winning streak for growth that created today’s extreme valuation gap? Equities, Invest for Growth, Rising Rates Likes 0 SHARE Bookmarks
May 19, 2021 Uncovering Hidden Risks in Passive Equity Portfolios by Chris Hogbin, Shri Singhvi Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours. Active & Passive , Equities, Invest for Growth Likes 0 SHARE Bookmarks
May 06, 2021 Value Stocks—Still Plenty of Fuel in the Tank by Avi Lavi After a strong rally for value stocks in recent months, some investors are wondering if the rebound will continue. We think several forces are unfolding that should support a continued value resurgence as the world emerges from the ravages of the pandemic. Coronavirus, Equities, Invest for Growth, Rising Rates Likes 0 SHARE Bookmarks