Equities

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.