A Value Recovery Is Long Overdue

It’s been a long, hard slog for value stocks lately. I’d say we’re long overdue for a value recovery. But what would it take?

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Defying the Crowd on Chinese Stocks

Slowing economic growth, uncertainty about government policy and disappointing returns have made equity investors wary of China. In other words, it’s a perfect time to hunt for investment opportunities.

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There’s Still (Barely) Time to Benefit from Favorable US Gift Tax Rates

Daniel B. Eagan and Andrew S. Auchincloss The door is closing but has not yet shut for families hoping to benefit from the current favorable gift tax environment in the US. Those who are ready to act now may still be able to transfer wealth efficiently.

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Time to Buy Peripheral Corporate Bonds?

Amid growing confidence in euro-area authorities’ response to the regional debt crisis, yield-hungry investors have been returning to the riskier categories of corporate debt, including the peripherals: Portugal, Italy, Ireland, Greece and Spain. Is it safe to go back into the market?

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Are European Value Stocks Poised for Recovery?

For the last few years, the sovereign debt crisis in Europe has caused equity investors to flee the continent. Today, that exodus has set up an attractive opportunity for value investors.

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Do the US Elections Matter for Investors?

Frank Caruso and Robert Brown Pundits across the political spectrum say the health of the US economy and stock market hangs in the balance of this year’s presidential election. We found that when it comes to driving the stock market, politics actually takes a back seat.

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There’s New Hope for US Recovery as Early Cyclical Sectors Rebound

Something is changing in the US economic recovery. Housing and autos are finally starting to wake up from a recession-induced slumber, and the timing couldn’t be better.

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ECB Bond Buying Is a Double-Edged Sword

European Central Bank (ECB) president Mario Draghi’s promise to do “whatever it takes to preserve the euro” and create a new bond-purchase program has been positive for market sentiment. But the program also carries real dangers if it breaks the fragile consensus on the board of the ECB and eases the pressure on governments to create a [...]

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The Benefits—and Risks—of Gifting Before Year-End

With gift and estate taxes poised to rise meaningfully and the exemption scheduled to plummet, high-net-worth families should consider giving to family and philanthropy this year, even if that’s sooner than they’d anticipated. 

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What’s Bubbling Up? The Hidden Costs of Indexing

Investors eager for “safety” have been piling into indexed portfolios at the expense of actively managed strategies—and thus making a big, and risky, bet against deep value and for high-dividend  yielding stocks.  We think they’re pursuing just the wrong course.

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