Equity

5G Brings Growth Opportunities for Investors

Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?

Where Should Dividend-Oriented Investors Look for Opportunities Now?

Dividends are at risk in the aftermath of COVID-19 shutdowns, but we’re still finding companies that can withstand the recession and grow their dividends in the future.

The Value of ESG: Building on a Strong Foundation

Focusing on quality has historically led us to companies with strong financial and ESG characteristics.

Uncovering Value in a Market Plunge

“Unprecedented” sounds cliché, but it’s still the best way to describe the current market and economic situation. What does that mean for value investing?

The Enduring Case for Quality Stocks

The market’s worst days don’t have to be your portfolio’s worst days. Here are some of the benefits of keeping an eye on quality.

Is Energy Due for a Rebound?

Stock prices may appear low, but we’re watching for oil supply and demand to show signs of rebalancing.

Actively Positioning Capital in an Uncertain World

As the coronavirus continues to alter supply chains, consumer behavior and government policy, is now really the best time to own the entire market in a portfolio?

Adding Value Through Large-Cap ESG Investing

Can my investments do well while the companies I invest in do good? This is a question many investors ask as they consider portfolios that assess ESG factors as part of the investment process.

What Fluctuating Gold Prices Tell Us About Markets

There’s something alluring about owning gold in times of uncertainty. CIO P. Satish, head of global analytics, explains why in this 2020 gold outlook.

Investment Flows at the End of a Volatile Year

A volatile 2019 has driven investors to seek perceived safer shores. Here's how our ETF teams are using quality to navigate the market uncertainty.

Morningstar Changes Sustainability Ratings

Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.

Avoiding Stock Market Horror Shows

What’s our strategy for finding high-quality, overlooked companies? Executive Portfolio Manager Phil Davidson shares insight with Kiplinger.

A Rebound for Value Stocks

It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.

Getting to Know U.S. Value Investor Phil Davidson

Veteran investment manager has a record of creating value for investors.

Uncommon Techniques for Income Investing

Non-common securities may help enhance yield, reduce downside risk and dampen volatility.

Uncovering Value Amid Tech Disruption

There's always a market for value stocks out there, according to Sr. Portfolio Manager Mike Liss, even in industries disrupted by big tech.

Seeking Growth in a Softer Economy

Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.

Two High-Quality Ways to Boost Energy Exposure

Investing in small-cap energy companies can be risky. Our portfolio managers discuss two potential solutions to this dilemma.

Where are the Potential Bright Spots for Value Investors?

Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely.

Six Reasons Investors Should Consider U.S. Value Stocks

Learn why we believe high-quality, dividend-paying U.S. companies may offer solid risk/reward potential.

Off-Price Retailers May Deliver the Goods to Stock Treasure Hunters

Off-price retailers offer customers the thrill of the hunt, making them an attractive investment theme among growth stocks.

The Smart Chemo Era Is Here

Antibody-drug conjugates (ADCs) target tumor cells while avoiding healthy cells. Here's why this "smart chemo" trend is on our radar.

Small-Cap Value in 2019: A Rebound on the Way?

Looking forward to 2019, we think there’s a great opportunity for small caps to rally again. Sr. Portfolio Manager Jeff John gives three reasons why.

Finding Growth Opportunities in an Uncertain Economic Cycle

Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.

Optimism in Value Investing in 2019?

While the end of 2018 may have been rocky for financial markets, our value team is excited about their prospects in 2019.

Big Opportunity in Small-Cap Banks

Learn why we believe high-quality regional bank stocks are attractive entering 2019.

Investing in 2019: Finding Signals Within the Noise

Portfolio Manager Prabha Ram is seeing a mix of good and bad economic indicators heading into 2019. Where is she finding opportunities in the noise?

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

Emerging Markets Equity: Are We in for a Rebound?

2018 may have been difficult for emerging markets, but Sr. Portfolio Manager Patricia Ribeiro has three reasons to look forward to a better 2019.

Emerging Market Stocks: Have They Hit Bottom?

2018 hasn't been kind to emerging markets. Sr. Portfolio Manager Patricia Ribeiro believes fears of contagion, which never materialized, caused the recent volatility. Read why she's still encouraged by opportunities.

The Winners and Losers of Tax Reform

How much of the tax benefit is kept, reinvested, or “competed away” is critical in determining who will come out ahead.

Rising Rates and Volatility: Trouble for Passive Value Investors?

Active and passive strategies rotate in and out of favor as market conditions change. Rising rates and volatility may signal changes ahead.

The Case for Investing in Global Small Caps

Small-cap stocks can help provide portfolio diversification and performance potential.

Beware of Unintended Risks

When world leaders threaten each other with thermo-nuclear war via Twitter, we’d expect far more turbulence. So why haven’t we seen it?

"Price is What You Pay; Value is What You Get"

Growth has obviously beaten down value in recent years. But when do earnings get completely divorced from actual valuations?

Quality Should Always Be in Play

In this Q&A, Kevin Toney explains how we define and evaluate quality and why we believe it’s a key determinant of a value stock’s potential.

Emerging Markets: Not a One-Size-Fits-All Approach

Portfolio manager Patricia Ribeiro takes an active approach when evaluating the 24 diverse countries of the emerging markets universe.

10 Things Investors Should Know about the China A Market

A-shares are shares of mainland China-based companies that are traded the Shanghai Stock Exchange and the Shenzhen Stock Exchange in local currency. The addition of these shares to MSCI's widely followed indexes is expected to spur billions of dollars in foreign investment in the Chinese market.

Emerging Markets Shake-Up

Emerging markets (EM) are grabbing headlines in this time of heightened global market volatility. The latest turmoil remains limited to only a few developing countries, but media reports are fanning fears of contagion. We believe these fears are unfounded.

Trump’s Decision to Exit from Iran Pact Boosts Energy Sector

Not sure how President Trump's recent decision to exit the Iran nuclear deal will impact energy markets? Get the latest insights from our Global Value Equity team, including how they are strategically adjusting to the developments.

Large Cap Growth: Ignoring Near-Term Impacts

Now more than ever, it is easy to get distracted by daily news flow. Between attention-grabbing headlines and the viral nature of social media, the news can be a lot to absorb. Our Premier Growth strategy team, however, remains focused on investing in competitively advantaged companies.

Value Investing: Out of Favor but Not Out of Steam

Tariffs. Rising rates. Geopolitical turmoil. None of this deters Sr. Portfolio Manager Mike Liss on his mission to turn high-quality companies underperforming into shareholder return. See which industries are on his radar this quarter.

Can Small Caps Pack Big Dividends?

With an increasing number of small companies paying dividends, VP and Portfolio Manager Miles Lewis debunks three common myths surrounding this surprising potential source of yield for income investors.

Emerging Markets: Beyond Tariffs and Trade Wars

Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.

Will Electric Vehicles Stall Oil Demand?

Though electric vehicles are expected to gain popularity, we have reasons to believe they won’t significantly impair oil demand growth in near future.

Tariffs and Trade Wars: How Will Emerging Markets Fare?

The recent negative equity market response—despite limited economic exposures—reflects how markets are trying to price in the risk of escalated US protectionism, rather than any specific tariff. We believe the steel and aluminum tariffs will have a limited impact on emerging markets.

Emerging Markets Rally: Room to Grow?

Learn why we believe there may still be opportunities in EM, and why investors should consider making emerging markets a strategic part of a diversified portfolio.

Emerging Markets 2018 Outlook: Will EM Continue to Outperform?

In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.

The Changing REIT Landscape

Online retailers and tax reform are having big impacts on the REITs environment in 2018. Here's where PM Steve Brown is looking for opportunities this year.

Value Investing in 2018: Primed for a Comeback?

Value equity Sr. PM Mike Liss sees good risk-reward opportunities in the energy and pharmaceutical sectors in 2018.

Will Growth Stocks Continue to Surge in 2018?

With uncertainties on the horizon heading into 2018, growth PM Michael Li still believes there are still attractive opportunities in the growth investing space.

Investment Opportunities in Aging U.S. Infrastructure

Failing U.S. infrastructure requires immediate attention, which we believe may create sustained investment opportunities.

The Search for Bargains in Value Investing

It's been a tough year for value investors, but VP and Sr. Portfolio Manager Michael Liss sees risk-rewards in energy and consumer staples.

An Attractive Emerging Markets Picture

What, if anything, worries emerging markets portfolio manager Patricia Ribeiro about the future performance of emerging markets?

Urbanization is Changing the Face of Emerging Markets

Today, the massive population shifts from rural to urban areas is transforming the economies of many of the world’s emerging markets.

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.

Emerging Markets Have Hit It Out of the Park Recently

A fund's batting average is a measure of consistency—the periods of a manager's outperformance divided by the total number of periods.

Finding Value in Pharma, Biotech and Medtech

In the first of a 2-part series, Peter Hardy explains what we look for in pharma, biotech and medtech firms, and what trends may impact them.

Look Beneath the Surface to Understand Growth Versus Value Performance

Investors need to look beneath the surface to understand the increased gap between value stock dividends and growth stock dividends.

Secular Over Cyclical Growth

Are growth stocks expensive or attractive? CIO Greg Woodhams puts them in context, drawing a distinction between secular and cyclical growth.

Has the Bull Market Gotten a Bit Long in the “FANGs”?

Facebook, Amazon, Netflix, and Google (FANG) have been responsible for the lion’s share of U.S. market gains over the last several years.

Small Caps: Finding Opportunities in Divergence

CPM Matt Oldroyd explains divergence between small cap growth and value price-to-earnings ratios and where he looks for opportunities.