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Equities |  August 04, 2017

As the World Turns - From P/E Expansion to EPS Recovery

U.S. equity returns are usually sub-par when earnings rise and the P/E ratio contracts.

Equities |  July 19, 2017

9 Reasons to Consider European Stocks

European stocks should continue to outperform U.S. stocks.

Equities |  June 15, 2017

10 Things to Know About Emerging Market Stocks

We believe there are 10 factors warranting the rotation toward emerging market equities.

Equities |  April 11, 2017

Earnings Should Support This Aging Bull Market

Leading indicators of business activity point to a continued earnings recovery.

Equities |  March 17, 2017

4 Key Ingredients for Successful Style Investing

We identify and explore the main drivers of the value/growth cycle in equity investing.

Equities |  January 25, 2017

Value Investing Isn't Going Out of 'Style'

Higher expectations for earnings growth support the rotation to value investing.

Equities |  December 06, 2016

Prepare for Organic, Economy-Driven Sales Growth

A nascent business sales recovery reinforces our positive view on U.S. equities.

Equities |  June 27, 2016

Quality-Tilted Portfolios Outperform in Bear Markets

Research shows that quality-tilted portfolios historically outperform in bear markets.

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