In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
Market predictions alone are useless – what matters is the rationale behind the argument.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.