Investors Vote for Equities as Japanese Elections Near
Takeo Aso and Nicholas Davidson Current bearishness on the yen is reigniting investors’ interest in Japanese equities. In our view, yen weakness is likely to continue and may help boost the Japanese equity market, with undervalued companies poised to benefit most.
read moreBuy and Hold Is Dead…Long Live Buy and Hold
It seems that rumors of the death of long-term equity investing have been greatly exaggerated.
read moreDon’t Get Trapped by a Crowd in Stocks
Nobody likes to be stuck for too long on a crowded bus or train—especially when it’s time to get off. But when it comes to stocks, we often overlook the risks of getting trapped with too many people in an untenable position.
read moreActive Management: Don’t Drop the Pilot
For years, we’ve advised clients to hold diversified portfolios with balanced allocations to stocks, bonds and other assets. Lately, it’s been a hard sell, especially after years of underperformance by active equity managers. But the tide may be turning.
read moreJapanese Carmakers Can Surmount Backlash from China Dispute
Takeo Aso and Atsushi Horikawa The territorial dispute between China and Japan is clouding the outlook for Japanese automakers. But we think that bilateral business pragmatism will eventually trump the current political tensions.
read moreAvoid a Passive Pickle in Less Volatile Stocks
By Chris Marx and Kent Hargis Less volatile, defensive stocks have been so popular lately that many investors are now asking whether the low-volatility opportunity has come and gone. The question highlights why we think a multifaceted, actively managed approach is the way to go when investing in this space. These strategies have more levers [...]
read moreA 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?
read moreDefying 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.
read moreAre 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.
read moreDo 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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