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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SMID-Cap Rally Has More Runway

After the eye-popping outperformance of US small- and mid-cap (SMID) stocks this year, investors are asking why they should buy them now. We say, why not?

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