Stock Selection and Analysis - Articles & White Papers

With a whirlwind of recent developments KKR thinks it makes sense to update what we have been learning, especially as it relates to the firm's Regime Change thesis.

Dive into two decades dividend indexing as S&P Dow Jones Indices reflects on 20 years of the S&P 500 Dividend Aristocrats.

Tariffs are always negative economically, and those announced were unprecedented in size and scope. The market’s reaction, however, quickly priced in the worst-case scenario without considering more constructive outcomes.

In a world of intense uncertainty and pervasive short-termism, Carol Geremia, President at MFS, explores the misalignment in our industry today and discusses the importance of embracing a new mindset shift focused on delivering value for investors over the long term.

Markets are in flux and investors need to contend with this uncertainty. Indeed, as we approach the mid-year mark in 2025, the depth and breadth of the uncertainty are striking—even to those of us who have experienced many market cycles over the years.

Today, the S&P 500 is not only intensely concentrated in a small number of stocks, but also increasingly concentrated from an industry perspective.

Discover an index that tracks quality dividend yield in Korea with the Dow Jones Korea Dividend 30 Index.

When selloffs come, it’s often the highflyers that have the furthest to fall. Each of the quality index’s top 10 constituents has a unique story. But the net result has been deeper losses than the market. Meanwhile, some previously underperforming factors like low volatility, value, and yield have held up better.

We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply chains, and employees.

What is the single most universally held belief in all of investing? Think about it for a minute. Our vote would be “Investors MUST own U.S. stocks.”

A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.

The relentless rise of concentration raises important questions for investors.

While credit markets have been evolving for decades, we see 2025 as a pivotal moment. We believe the forward landscape will continue to feature more multi-asset portfolios designed to provide global and diversified income within a single, scaled operating environment.

Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are disrupting the long-standing order of global trade. Meanwhile, Trump’s tariff turmoil and erratic policymaking are stoking fears that U.S. growth and exceptionalism has plateaued. Financial markets are registering…

Over the last 25 years, a wide gap has emerged between the U.S. and European economic and stock market performance. UBS AM's Steve Magill looks at whether recent signs of a challenge to this hegemony are a mere blip, or an important inflection point.

Over the last 25 years, a wide gap has emerged between the U.S. and European economic and stock market performance. UBS AM's Steve Magill, Co-Head of Global Equity, looks at whether recent signs of a challenge to this hegemony are a mere blip, or an important inflection point.

UBS AM's Barry Gill, Head of Investments, interviews Professor Enrico Letta, exploring the ways Europe can regain its competitiveness in a challenging and uncertain world.

“Value hasn’t worked in the U.S., but it’s worked fine internationally.” That is according to investor and author Daniel Rasmussen. Rasmussen admitted that the underperformance of value stocks in the U.S. market had shaken his faith in the investment style.

This article delves into the characteristics of quality companies, the metrics used to quantify quality, and the durability of quality through market cycles.