Value’s outperformance this year has not been an exclusively U.S. phenomenon. Matt Wagner discusses international quality index performance amid the value resurgence.
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So far in 2022, the biggest determinant of total returns for investment portfolios has been dividend versus non-dividend payers. While much of the attention has been focused on large-capitalization equities, Lonnie Jacobs and Bradley Krom outline the untapped potential in the small-cap dividend growth market.
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2022 began with a very sharp reversal in the relative performance of sectors and styles. In our view, we may be still very early in this rotation. Jeremy Schwartz explains why investors should focus on quality dividend growers in the current market environment.
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As we head into 2022, many investors are preparing for expected volatility in the latter part of the economic recovery. Against this backdrop, Alejandro Saltiel discusses a potential solution for investors seeking to improve risk-adjust returns in their portfolios.
As inflation continues to roar, Jeff Weniger analyzes the effect on profitability.
We recently rebalanced our international quality dividend growth strategies. Alejandro Saltiel summarizes the latest changes following this rebalance.
