For Financial Professionals in the US
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Investing in Diversity: Analyzing the Investment Risks and Opportunities
A discussion on the importance of diversity and inclusion from an investment perspective.
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A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
Now may be the time for investors to evaluate their portfolios and prepare for the next season.
Current market extremes present shifting reward-to-risk opportunities.
With the current pandemic expected to disrupt the economy for many months to come, investors should recognize the likely impacts on their portfolios.
Small-cap company characteristics within an index can vary widely, creating hidden risks.
Identifying small-cap companies that can survive the crisis and deliver value over the long term.
Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.
Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.