Japanese equities are unloved and under-owned because rates have refused to rise. Jeff Weniger discusses what could happen if bond yields rise and why Japanese equities would be the play.
Value investing is a strategy that has lagged considerably over the last decade. However, if stock market trouble lurks around the corner, Jeff Weniger explains how low P/E stocks may provide some shelter.
Value stocks are coming back in favor. Jeff Weniger breaks down their merits against growth stocks.
The “There Is No Alternative (TINA)” mantra is a refrain that says stocks should be bought because bond yields are so paltry. Now that rates are rising, is the recent embrace of value stocks here to stay? Jeff Weniger discusses.
How indexes for emerging markets are constructed matters, especially when the news cycle is dominated by Washington-Beijing relations. Read how emerging market investors can protect their portfolios by avoiding Chinese state-owned enterprises.