Intangible assets comprise some four-fifths of S&P 500 companies’ total value, but they don’t show up in balance sheet and valuation analysis unadjusted. About that growth-to-value market rotation…
Results for: Active Management
Why a generalist research approach can triumph over siloed team structures.
When the going gets tough, look to the U.S. consumer.
The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow, so does the importance of security selection and portfolio allocation.
Consider international growth stocks to solve your investment puzzle.
Sometimes a well-established approach is better when it comes to “good” investing.
Despite sprinting higher so far this year, developing country equities appear well positioned to sustain their momentum, and with less volatility.
Turns out price matters for excess returns, and that what’s worked before doesn’t necessarily persist into the future. “Many factors aren’t real.”
