Small-Cap Value Has Been Getting Crushed—Until Now

by / Dividends, Small Caps on May 2, 2016

Small-cap value is an investment strategy that, over long periods, has delivered prolific results. But that doesn’t mean that it always outperforms. Every investment strategy can and does succumb to periods of underperformance.

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/ Currency Hedged Equity, Emerging Markets, Fixed Income, Currency & Alternative on April 29, 2016

Emerging Markets Rally Toolkit: Currencies, Equities & Bonds

Whether investors are trading on greater stability in commodity prices or a less “hawkish” Federal Reserve, or they’re simply reallocating en masse to less expensive assets, emerging markets (EM) are soaring. But with virtually all EM assets rallying, which one makes sense for the current environment?

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/ Equity, Japan on April 28, 2016

The Disconnect between Prices and Profit Growth in Japan

Despite the volatility and downdraft experienced over the last nine months, we believe Japan represents one of the best opportunities among global equity markets over the coming three to five years. 

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/ Fundamental Fixed Income, Smart Beta on April 27, 2016

U.S. Fixed Income: Get Smart … Beta

Trading activity in the U.S. corporate bond market thus far in 2016 has certainly resembled a roller-coaster ride. Indeed, two distinct patterns have been on display, as early weakness has given way to a newfound trend of improvement. This volatility has highlighted the notion that credit quality will remain an active consideration for the fixed income investor.

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/ Dividends, Emerging Markets, Russia on April 26, 2016

Russian Government Mandates 50% Dividend Payout Ratio at Eight State-Owned Firms

On June 20, 2014, the price per barrel of Brent crude oil was more than $114. Since that time, we’ve seen a massive decline, to the point that the price on April 20, 2016—nearly two full years later—was hovering in the $40 to $45 range.

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