The latest insights into stock market developments
With the U.S. equity market remaining at elevated levels and Chinese stocks seemingly entering a period of increased volatility, investors may wonder where promising equity opportunities lie. This collection of insights offers intriguing perspectives on recent market trends and thought-provoking analyses on potential sources of alpha.
What does the macroeconomic backdrop say about recent developments across equity valuations? Is a correction around the corner?
Although backward-looking in terms of the data, this report provides investors with key information on which to base future allocation decisions in the U.S. equities space.
After lagging large caps in recent years, U.S. small caps are back. Is this the right time for investors to be exploring this market sector
A quick glance at this data will show how remarkable the rise of the S&P 500 relative to expectations of future dividend payments has been.
The earnings season kick-off should make allocators question the recent S&P 500 rallies. Are they sustainable?
In today's global economy, strong brands are a necessary moat that equity investors should be searching for.
Healthcare remains a dynamic sector within the listed equity universe. Find out why this is the case in this short—but engaging video.
Why do U.S. stocks outperform EM and EAFE stocks in certain trends (as demonstrated in this article) for long periods?
Certain emerging markets banks offer attractive long-term opportunities. What are the driving forces behind this thesis?
Equity valuations are informative about long-term returns and full-cycle losses, but not about short-term outcomes.