Value Stocks Beckon in Emerging Markets

Henry D’Auria (pictured) and Morgan Harting Years of playing defense have left many emerging-market (EM) equity portfolios laden with pricey safe-haven stocks. We think they risk missing the big opportunity that’s brewing in value stocks, especially as EM economies begin to stabilize.   

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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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Why Japanese Equities?

At today’s valuations, we believe that Japanese equities offer an exceptional investment opportunity.

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