Emerging markets and Europe offer attractive valuations and growth potential.
The European Central Bank may be ready to end its quantitative easing programme.
Global central bank policies are supporting impressive current global economic growth.
Germany's election results may be a setback for the European Union.
A strengthening euro has coincided with outperforming European stocks over the years.
Several factors support continued outperformance of large cap versus small cap stocks.
While tech valuations are high, we see important contrasts with the 1990s tech bubble.
If the least loved bull market of our time won’t die of old age, what will cause its demise?
We believe there are 10 factors warranting the rotation towards emerging market equities.