The failure of emerging economies to piggyback on the rich-world recovery this year is giving investors pause, despite enticing emerging-market (EM) valuations. But investors shouldn’t underestimate the power of this normally symbiotic relationship—or the upside potential in EM stocks next year on even a modest pickup in EM economic activity. [Read More...]

It seems that rumors of the death of long-term equity investing have been greatly exaggerated. [Read More...]

Britain’s Conservative party’s election win has buoyed smaller companies. The vote of confidence offers an opportunity to take a closer look at UK small- and mid-cap (SMID) stocks, which are highly profitable versus European peers. [Read More...]

Modern lifestyles are closely linked to rising obesity. As emerging markets follow the lead of the US, expanding waistlines could provide a guide to consumption-related investment trends in emerging markets. [Read More...]

In a Wall Street Journal article last week, financial advisors described how exuberant investors had unrealistic expectations for stock market returns after a six-year rally. We think a more pragmatic approach should aim to beat a slower-paced market in an effort to capture compounding returns. [Read More...]

Confidence returned to European markets in 2013 after several turbulent years. As the continent continues to resolve its problems, we believe that European stocks offer compelling long-term return potential. But since short-term uncertainties remain, investors should consider balancing a strategic position with tactical short-term defense mechanisms. [Read More...]