Cast a Wider Net for Asian Income Stocks

Stuart Rae (pictured) and Katsuhiko Mano Equity income has been a hot theme for Asian investors. But safer sectors that typically provide higher dividend yields are expensive. By casting a wider net, we think attractively priced income stocks can still be found in unexpected parts of the markets.

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Alarm Clock Goes Off on Dream Stocks

Investors have recently woken up to the reality of overpriced US momentum stocks in technology and biotech. But a knee-jerk shift toward defensive sectors isn’t the answer. 

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Beyond the Emerging Middle Class

For many years, the rise of the middle class in emerging markets has captivated the imagination of investors. We think this is an illusion. It’s the working classes who will be the real engines of consumer growth in developing countries.

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Real Estate Alpha Hides in Smaller Neighborhoods

After a spectacular five-year run, global real estate stocks look headed for a period of more normal returns. We think winning in this space will require a more  discriminating eye—and venturing into the often neglected nooks and crannies of the smaller-cap real estate world.

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Global Investing and the European Enigma

Equity investors are struggling to figure out how to approach the European enigma. It’s clear that a recovery is brewing, but there’s still too much uncertainty for comfort. In our view, distinguishing the European context from that of the US or Japan can help point the way toward unravelling the puzzle.

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Thirsty for Income? Try Dividend Growth

Chasing yield has become a challenging mission for investors in recent years. As yields collapsed in fixed income, investors flocked to bond-like substitutes such as high dividend-yielding stocks. Now that these stocks have become a bit pricey, we think companies with strong dividend-growth potential offer a better way to source equity income.

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Seeing Through Emerging-Market Volatility

Stock markets in emerging markets (EMs) have gotten off to a rough start this year after a challenging 2013. Valuations have fallen and volatility remains high. So should investors add exposure to emerging markets—or is it better to steer clear?

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Counting to a Trillion: How Sensors Are Changing the Face of Investment Opportunity

How well did you sleep last night? Well, for about $130, you can buy a sensor-bearing wristband that will tell you how long you slept and how you slept, and even figure out the optimal time to wake you—with a gentle vibration. This is just one way sensor technology is improving our lives and creating [...]

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Wallflower Value Stocks Are Ready to Dance

Global equities are notching new highs, valuations are elevated and talk of market bubbles is increasingly common. Yet, by our measure, the potential for outperformance in value stocks has rarely been better. How can that be?

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Using Genomics to Find Olympic and Investment Gold

Dan Roarty (pictured) and Edward Bryan As the Olympic Games in Sochi draw to a close, a new era for international sports may be beginning. Uzbekistan last month revealed a program to test children’s genes to predict their athletic potential. With genomics becoming more mainstream, we believe investors should take a long-term view and look [...]

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