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In this Q&A, Executive Portfolio Manager Phil Davidson and Senior Client Portfolio Manager Mike Rode discuss current issues important to value investors.
July 2020
Small-cap stocks can be an unexpected potential source of sustainable dividends.
November 2020
Investment pros believe financial stocks are good long-term investments despite short-term concerns.
October 2020
What’s our strategy for finding high-quality overlooked companies? Our Equity Income team shares their insights and expert perspectives.
September 2020
We examine how a sustained shift toward working from home might affect consumer spending habits in the post-pandemic world.
Fast growth may be enticing but beware ignoring the rest of the market.
Find out why we view Tesla as a transformative technology company positioned for growth well into the future.
Listen to a Q&A with Senior Portfolio Manager Keith Lee and Director, Product Management Mark Gregory offering a comprehensive strategy overview.
We see opportunities in under-the-radar companies like laser manufacturers, but you can’t take a passive approach to finding them.
New investment opportunities in emerging markets (EM) are resulting from the coronavirus pandemic’s impact on consumer behavior.
We believe focusing on companies’ potential for long-term, sustainable earnings growth is key to helping endure the economic downturn fueled by COVID-19.
August 2020
CPM Peter Hardy considers mid-cap stocks to be an investment “sweet spot.” Find out why in this month’s Market Perspective.
Focusing on quality has historically led us to companies with strong financial and ESG characteristics.
June 2020
Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?
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.
“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?
May 2020
Stock prices may appear low, but we’re watching for oil supply and demand to show signs of rebalancing.
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?
April 2020
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.
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.
January 2020
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.
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.
May 31, 2018
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.
March 09, 2018
Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.
August 17, 2017
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.
April 05, 2018
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.
December 2019
Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.
November 2019
What’s our strategy for finding high-quality, overlooked companies? Executive Portfolio Manager Phil Davidson shares insight with Kiplinger.
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.
October 2019
Veteran investment manager has a record of creating value for investors.
September 2019
Non-common securities may help enhance yield, reduce downside risk and dampen volatility.
July 2019
There's always a market for value stocks out there, according to Sr. Portfolio Manager Mike Liss, even in industries disrupted by big tech.
Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.
Investing in small-cap energy companies can be risky. Our portfolio managers discuss two potential solutions to this dilemma.
May 2019
Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely.
Off-price retailers offer customers the thrill of the hunt, making them an attractive investment theme among growth stocks.
March 11, 2019
Antibody-drug conjugates (ADCs) target tumor cells while avoiding healthy cells. Here's why this "smart chemo" trend is on our radar.
March 4, 2019
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.
February 20, 2019
Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.
February 14, 2019
While the end of 2018 may have been rocky for financial markets, our value team is excited about their prospects in 2019.
February 6, 2019
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?
January 23, 2019
Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.
January 10, 2019
2018 may have been difficult for emerging markets, but Sr. Portfolio Manager Patricia Ribeiro has three reasons to look forward to a better 2019.
January 8, 2019
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.
October 29, 2018
Growth has obviously beaten down value in recent years. But when do earnings get completely divorced from actual valuations?
July 20, 2018
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.
May 16, 2018
Investors need to look beneath the surface to understand the increased gap between value stock dividends and growth stock dividends.
October 05, 2017
Are growth stocks expensive or attractive? CIO Greg Woodhams puts them in context, drawing a distinction between secular and cyclical growth.
October 03, 2017
Facebook, Amazon, Netflix, and Google (FANG) have been responsible for the lion’s share of U.S. market gains over the last several years.
September 26, 2017