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November 2018
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
Higher-Quality Companies May Be More Likely to Sustain Tax-Reform Benefits and Enhance Shareholder Value
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.
November 02, 2017
Notes from the Disciplined Equity Desk
October 2018
Failing U.S. infrastructure requires immediate attention, which we believe may create sustained investment opportunities.
November 15, 2017
Looking back to a time of rising inflation to better understand current conditions and opportunities.
With an increasing number of small compainies 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-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.
June 07, 2018
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
How much of the tax benefit is kept, reinvested, or “competed away” is critical in determining who will come out ahead.
August 23, 2018
Active and passive strategies rotate in and out of favor as market conditions change. Rising rates and volatility may signal changes ahead.
August 22, 2018
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?
July 26, 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
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.
April 27, 2018
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.
April 17, 2018
Though electric vehicles are expected to gain popularity, we have reasons to believe they won’t significantly impair oil demand growth in near future.
March 14, 2018
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.
January 11, 2018
Value equity Sr. PM Mike Liss sees good risk-reward opportunities in the energy and pharmaceutical sectors in 2018.
January 05, 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.
January 03, 2018
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.
October 20, 2017
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
CPM Matt Oldroyd explains divergence between small cap growth and value price-to-earnings ratios and where he looks for opportunities.
August 22, 2017
Portfolio manager Patricia Ribeiro takes an active approach when evaluating the 24 diverse countries of the emerging markets universe.
July 06, 2018
Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.
April 04, 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
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.
February 07, 2018
In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.
January 24, 2018
What, if anything, worries emerging markets portfolio manager Patricia Ribeiro about the future performance of emerging markets?
October 16, 2017
Today, the massive population shifts from rural to urban areas is transforming the economies of many of the world’s emerging markets.
September 27, 2017
Nine months ago, investors anticipated challenges for emerging markets. Turns out, there were reasons to be optimistic.
August 17, 2017
A fund's batting average is a measure of consistency -- the periods of a manager’s outperformance divided by the total number of periods.
July 11, 2017