Brandes Investment Commentary: Is the Value Run Over? When ‘All Else Equal’ Is Rarely True
Before we dive into the topic of where we currently stand in the style leadership rotation, it might be helpful…
SPY,DJI,QQQ
GMO Commentary: Time to Jump Aboard the Value Train
LONG CHEAP VALUE/SHORT EXPENSIVE GROWTH OPPORTUNITIES REMAIN COMPELLING ACROSS COUNTRIES 1 As of 5/31/2022 | Source: MSCI, GMO The market…
William Blair Commentary: Why Corporate Credit in an Emerging Markets Debt Portfolio?
Corporates are becoming an ever more important part of emerging markets hard currency debt investments. In this video, Luis Olguin,…
GMO Commentary: Inflation in Japan Should Be Cheered, Not Feared
RISING INPUT PRICES ELEVATED PPI, CPI LIKELY TO FOLLOW As of 4/29/2022 | Source: GMO, Bloomberg, Bank of Japan Japan…
GMO Commentary: What Does an 8% Yield Pay For?
DISTRIBUTION OF 12 MONTH FORWARD TOTAL RETURN FOR U.S. HIGH YIELD, WHEN STARTING YIELDS WERE BETWEEN 8% AND 9% Data…
William Blair Commentary: Data Democratization Drives Change in Asset Management
We hear a lot about democratization—the action of making something accessible to everyone—in public policy. But democratization also applies to…
Royce Investment Partners Commentary: Mind the Gap
This time is understandably far from joyous for small-cap investors. Fear is running hot. Recent headlines are abysmal, rising rates…
William Blair Commentary- Before and After: How Ukraine Changed Our Outlook
We survived the pandemic and are working through its effects on domestic inflation and global supply chains. We have adjusted…
No Pain, No Gain
Long-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain.…
William Blair Commentary- Beta Buckets: Potential Strategic Opportunities
A negative combination of factors weighed on emerging markets (EM) debt investors in the first quarter of 2022, and we…
