Equity

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.

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.

Getting to Know U.S. Value Investor Phil Davidson

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

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.

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.

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.

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.

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.

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.

Market Shift from Growth to Value: Short-Term Bounce or Long-Term Trend?

Notes from the Disciplined Equity Desk

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.

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.

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.

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.

An Attractive Emerging Markets Picture

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

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.

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.

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.

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.

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?

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.

"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?

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.

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.

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?

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.

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.

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.

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.

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.

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.

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.

Seven Reasons to Look at U.S. REITs in 2019

Will a pause in rate-hike policy deliver a tailwind for U.S. REITs in 2019? Get the latest outlook from our Real Estate Desk.

Big Opportunity in Small-Cap Banks

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

A Tough Year: 2018 Emerging Markets Performance

While last year's market environment was challenging, learn why we believe it led to opportunities in 2019.

Tax Reform to Lift Some Stocks More Than Others

Higher-Quality Companies May Be More Likely to Sustain Tax-Reform Benefits and Enhance Shareholder Value

Brave New World: Equity Investing in the Age of Artificial Intelligence

Learn about how artificial intelligence is scaling investment decisions and changing the investment management industry all together.

Flashback to the '70s: Lessons from Inflation Past

Looking back to a time of rising inflation to better understand current conditions and opportunities.

The Case for Investing in Global Small Caps

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

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 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.

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.

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.

Why Allocate to Emerging Markets Equities

Our analysis shows a compelling case to consider a strategic allocation to emerging markets equities in both equity-only and balanced portfolios, with potential benefits for both short- and long-term investors.

Caution Is Warranted: Reducing Risk for Retirement Investors

Retirement account balances on average in the U.S. ended 2017 at record highs. A stock market reversal could mean years of lost retirement income with little time to recover for investors already in or near retirement. This makes it a good time to reassess portfolio risk.

Asset TV MASTERCLASS: Small Caps

Three leading stock portfolio managers join together to discuss primary issues in small caps stocks, where the future is heading, how investors can better prepare.

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.

Investment Opportunities in Aging U.S. Infrastructure

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

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.