Increasing portfolio quality is a theme many investors flock to during periods of recession, which can potentially lead to higher valuations. Jeremy Schwartz provides investors with a potential solution that seeks to tilt their portfolio toward quality while avoiding high valuations.
We believe 2021 may mark a turning point for international equity markets. Brian Manby explains why investors should consider focusing on the quality factor when investing abroad.
We believe value and dividend payers still have room to run following historical outperformance to start the year. Against this backdrop, Matt Wagner explains why investors should consider allocating toward higher-quality dividend payers.
For the first time in recent memory, investors are turning their attention to international equities in pursuit of returns, discouraged by overextended valuations back home. Brian Manby explains why now may be a good time to allocate towards international equities.
At a time when many are concerned about valuations of speculative stocks, Alejandro Saltiel explains why investors should focus on higher-quality stocks that pay dividends as a tried-and-true formula for long-term returns.
Across the globe, the quality factor has been the top or among the top performers in 2020. Alejandro Saltiel analyzes what has driven this strong performance.
