Emerging-market (EM) equities are far more turbulent than their developed-world peers. But there are several things investors can do to capture the attractive return potential while reducing volatility. Staying active is the lynchpin for success. [Read More...]

Deep into the US earnings season, the halo from Apple’s shining performance has lit up an otherwise lackluster market. This is no consolation for the rest of the companies in the S&P 500. In this type of market, we believe investors need to be especially discriminating. [Read More...]

After a jittery January, investors in US equities are gritting their teeth. But even if equities lose some steam after last year’s rally, we think company fundamentals and the interest-rate environment should support a resilient market in 2015. [Read More...]

It finally feels like a great time to be a value investor again. After several challenging years, market conditions have become much more conducive to finding undervalued, controversial stocks with long-term payoff potential. Even after this year’s equity-market rally, we think the value rebound is just beginning. [Read More...]

Following pure valuation metrics today could leave equity portfolios with severe imbalances—especially in financials. But by studying patterns of the past, investors can gain insight into investing in underappreciated stocks by applying a human touch. [Read More...]

Stock market averages re-energizing 2019 bull trends The past week has seen correction activity across the major global stoic markets as ongoing global economic slowdown concerns have impacted on… [Read More...]

Investors in Australia have piled into defensive stocks since 2010, amid a global flight to safety. As a result, many cyclical companies are now unusually cheap, despite strong balance sheets and cash flows, and this has created a compelling opportunity. [Read More...]

Plunging oil prices since mid-2014 have led many equity investors to shun energy stocks. We think that’s a mistake. By studying the aftermath of previous oil shocks, we believe investors can gain insight to prepare for a possible rebound. [Read More...]

South Korea’s cultural exports are spreading around the globe. While the country’s corporate landscape is dominated by huge conglomerates, we think small-cap companies stand to benefit most from the world’s growing fascination with all things Korean. It might be time for investors to take a closer look. [Read More...]

US equity averages threaten deeper corrections US equity averages have taken a lead on the downside this week with the previously more vulnerable European equity indices having taken global markets… [Read More...]

It can seem a bit intimidating if you feel you’ve got a lot to revise so study small sections at a time – take a brief five-minute break after finishing one section before tackling the next…. [Read More...]

China’s millennials are better educated and more affluent than their elders. They also have a serious case of travel fever. Their favored destinations, and shopping habits abroad, could have far-reaching implications for a wide range of global companies. [Read More...]

Many investors are throwing in the towel on active equity management in the name of evading risk. But being active doesn’t always mean accepting higher risk. Consider, for instance, the benefits of even-tempered stocks. [Read More...]

Global equity indices firm but cautious The major global equity averages have taken a breath to start this week after an extremely strong first quarter of gains and a firm start to April last week…. [Read More...]