The Market Seems to Be Favoring Stock Pickers Again
Several key indicators have bolstered our confidence in the outlook for equities, as my colleague Kevin Simms explained in an article first published on Institutional Investor.com. Turbulence Eases The...
View ArticleHas the Emerging-Market Safety Trade Gone Too Far?
The potential return for taking risk in emerging-market stocks hasn’t been this attractive in decades, as my colleague Henry D’Auria explains below. Risk Looks Much Too Cheap Since the eruption of the...
View ArticleDefining a New Framework for Equity Investing
Equity investing is facing a crisis of confidence. After several years of high volatility, disappointing returns and the failure of conventional diversification, the fear of equities is pervasive....
View ArticleEmerging Market Investors Don’t Have to Take Volatility Lying Down
We believe that emerging markets often offer better growth prospects than most developed markets. But, as my colleague Morgan Harting argues, many investors are not exploiting the full potential—often...
View ArticleWhat Works in Tough Equity Markets?
During the market crisis of 2008–2011, traditional equity style strategies such as value and growth underperformed the markets, often by wide margins. But our research shows that there was a way to...
View ArticleIs a Japan-Style “Lost Decade” Ahead for the US?
The laborious pace of the US recovery has inevitably fostered comparisons with Japan. But we find several reasons why a protracted slump like Japan’s is unlikely, as my colleague Gerry Paul argues...
View ArticleA Value Recovery Is Long Overdue
It’s been a long, hard slog for value stocks lately. I’d say we’re long overdue for a value recovery. But what would it take? Whether you look at one- , three- or five-year results, the cheapest...
View ArticleSeeing Through Emerging-Market Volatility
Stock markets in emerging markets (EMs) have gotten off to a rough start this year after a challenging 2013. Valuations have fallen and volatility remains high. So should investors add exposure to...
View ArticleSecurity Check for Equity Declines
Sharon Fay (pictured) and Kent Hargis Protecting against stock-market declines is a top priority for many investors. But with lower-volatility stocks looking expensive today, will they get the job done...
View ArticleTen Reasons to Stay Active in Equities
It’s often hard to resist the temptation of an inexpensive, passive equity allocation. But we think you can find plenty of good reasons to go active just by looking around the markets today. We...
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