Over the past few years, many investors have avoided developed international equity markets for a variety of reasons: anemic growth, disappointing economic data and geopolitical uncertainty. Brian Manby discusses reasons why investors should be optimistic about international equities again.
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.
The S&P 500 has been struggling at the 3,000 level for months. U.S. equities seemed unstoppable back in in June and July, but August and September were choppy. Our dividend-weighting approaches could help protect investors from a possible market decline.
It’s not often that you come across a chart that rivals levels last seen on the day the stock market bottomed out during the global financial crisis. That chart also marked the beginning of the end for growth stocks for years to come. Jeff Weniger discusses today’s growth stock levels as a potential turning point for value investing.
Valuing companies based on dividends is well-documented and understood. In practice, though, this theory has been stressed over the last decade. Matt Wagner illustrates the impact on fundamentals from an approach that combines dividends and profitability.
Investing in emerging markets can have daunting levels of risk. Yet many investors continue putting their emerging markets allocation into one cap-weighted product, hoping it pays off without much damage. Instead, we suggest that our diversified emerging markets barbell approach has the potential to give investors the yield, volatility mitigation and returns they are looking for.