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…
Before we dive into the topic of where we currently stand in the style leadership rotation, it might be helpful…
LONG CHEAP VALUE/SHORT EXPENSIVE GROWTH OPPORTUNITIES REMAIN COMPELLING ACROSS COUNTRIES 1 As of 5/31/2022 | Source: MSCI, GMO The market…
Corporates are becoming an ever more important part of emerging markets hard currency debt investments. In this video, Luis Olguin,…
RISING INPUT PRICES ELEVATED PPI, CPI LIKELY TO FOLLOW As of 4/29/2022 | Source: GMO, Bloomberg, Bank of Japan Japan…
DISTRIBUTION OF 12 MONTH FORWARD TOTAL RETURN FOR U.S. HIGH YIELD, WHEN STARTING YIELDS WERE BETWEEN 8% AND 9% Data…
We hear a lot about democratization—the action of making something accessible to everyone—in public policy. But democratization also applies to…
This time is understandably far from joyous for small-cap investors. Fear is running hot. Recent headlines are abysmal, rising rates…
We survived the pandemic and are working through its effects on domestic inflation and global supply chains. We have adjusted…
Long-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain.…
A negative combination of factors weighed on emerging markets (EM) debt investors in the first quarter of 2022, and we…