July 19, 2021 Look Inside Hot Products for Transformational Growth Stocks by James T. Tierney, Jr. Many companies expediting the digital revolution aren’t household names. But they often offer stronger growth potential than big-name brands making blockbuster products. Equities Likes 0 SHARE Bookmarks
July 19, 2021 Quality Enhances Value for Investors After Market Crises by Cem Inal, James MacGregor Market crises typically create fertile ground for value stocks to outperform in a recovery. Our research suggests that higher-quality stocks within the value cohort can deliver even better results over time. Equities Likes 0 SHARE Bookmarks
July 14, 2021 Value Equities: Pinpointing Sources of Pent-Up Potential by Avi Lavi Has the value recovery has run its course? We don’t think so. Three big trends that fostered a historic run-up in growth stock multiples over several years have only just begun to unwind. Equities Likes 0 SHARE Bookmarks
July 07, 2021 Emerging Innovation: Three Trends for Growth Stock Investors by Laurent Saltiel, Sergey Davalchenko A wave of corporate innovation in emerging markets is driving growth from within and providing equity investors with higher quality, sustainable opportunities across many countries. Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 06, 2021 Earnings Bounce Poses Quality Test for Equity Investors by Christopher Hogbin With earning rebounding across sectors, investors should lean on quality to find stocks that will perform well in a normalizing world economy. Coronavirus, Equities, Inflation Likes 0 SHARE Bookmarks
June 29, 2021 Finding Investable Disruptors in an Innovation Swarm by Lei Qiu How can equity investors tell which innovative companies hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability? Equities Likes 0 SHARE Bookmarks
June 18, 2021 Japanese Stocks Regain Luster for Post-Pandemic Markets by Atsushi Horikawa Japanese equities have long been overlooked by many global investors. But they may be on the verge of a comeback as the worldwide economic recovery gathers pace and the high-flying stocks that drove the global market rally in 2020 show signs of fatigue. Equities Likes 0 SHARE Bookmarks
June 17, 2021 Carbon Handprints: A Climate-Positive Framework for Equity Investors by Dan Roarty, David Wheeler Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 08, 2021 Healthcare Stocks: Four Questions for the Recovery by Vinay Thapar, Ryan Oden Returns for healthcare stocks have been disappointing through the market’s recovery from the pandemic. But there’s still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 03, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (June Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of indicators to choose from. We’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 2 SHARE Bookmarks
June 03, 2021 What’s Behind the Value-Growth Performance Gap? by Avi Lavi Global value stocks still trade at a near-record discount to growth stocks, even after handily outperforming since November. That’s a huge turnaround after growth stocks had dominated for many years. So what was behind the prolonged winning streak for growth that created today’s extreme valuation gap? Equities, Rising Rates Likes 0 SHARE Bookmarks
May 25, 2021 Deciphering China’s 2060 Carbon-Neutral Plan by John Lin, Jenny Zeng China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities. China, Emerging Markets, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 19, 2021 Uncovering Hidden Risks in Passive Equity Portfolios by Christopher Hogbin, Shri Singhvi Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours. Active & Passive , Equities Likes 0 SHARE Bookmarks