Recent proprietary research has revealed that there are a surprisingly large number of stocks with a positive impact – almost 3,000 out of the 15,000 in our chosen universe (the CS HOLT database…
Despite broadly easing financial conditions, slowing global growth and pervasive geopolitical uncertainties pose greater hurdles for revenues and profits—and risk appetite—following the recent rally.
Since June of last year, value investing has recovered. In this month's commentary, the authors discuss what's changed since value started to turn around in the second half of 2018 and where they see…
