Equity markets started 2023 as they closed 2022, with positive performance across regions. However, it was anything but plain sailing for investors as tighter monetary policies started to bite and the most vulnerable banks started to fall. Pierre Debru analyzes how equity factors behaved in this complicated first quarter and how this may have impacted investors’ portfolios.
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Building a house on weak foundations is a recipe for disaster, which is also true for equity portfolios. Pierre Debru outlines four characteristics investors should look for in assets when building a core portfolio.
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"Value or growth?" has been a hot topic for many market commentators when it comes to equity markets. Pierre Debru and Christopher Gannatti look past the value/growth debate and highlight the benefits of a quality dividend growth strategy.
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Our U.S. Quality Dividend Growth Fund (DGRW) has outperformed its benchmarks since its inception in May 2013. Pierre Debru and Christopher Gannatti explain how it was able to beat the S&P 500.
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After three negative quarters, 2022 closed with a bang as equities around the world delivered very strong returns in the fourth quarter. Pierre Debru sheds some light on how equity factors behaved in this rebound and how this may have impacted investors’ portfolios.
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2022 continues to prove difficult for investors around the globe. Against this backdrop, Pierre Debru highlights how pricing power can help fight inflation.
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