February 16, 2022
In the news: Institutional Investor: Value Stocks Are Back — At Least for Now
Institutional Investor reports: U.S. large-cap growth stocks may no longer be the safe bet that investors expect once higher interest-rates put pressure on equity valuations.
February 15, 2022
In the news: Thewealthnet: How markets might react to a conflict in Ukraine
Thewealthnet reports: The tensions between Russia and the Ukraine are increasing and many are now anticipating a conflict. Markets remain volatile, but as late as last week were not predicting a Russian invasion.
February 10, 2022
In the news: Capital.com: What equity factors may offer refuge if Russia invades Ukraine?
Capital.com reports: Russia has repeatedly denied any plans to invade Ukraine – but with more than 100,000 troops near the Ukrainian border, investors have continued to carefully monitor the situation for any changes.
February 9, 2022
In the news: International Investment: What equity factors may offer the best refuge if Russia invades Ukraine?
International Investment reports: The build-up of Russian troops on Ukraine's borders has dominated the headlines over past weeks. With investors keeping watch for what happens next, we have looked at what may happen if the stand-off escalates into a hot war, says Damian Handzy, managing director - Analytics & Research at Investment Metrics.
January 21, 2022
In the news: Investment Week: ‘Too much debt in system’ is likely to make recent value/growth rotation transitory
Investment Week reports: Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however, given strong fundamentals and the fact there is "too much debt in the system" for central banks to upset the applecart.
January 19, 2022
In the news: Traders Magazine: Decoding the OCIO Black Box: Trust but Verify
Traders Magazine reports: As the total portfolio outsourcing trend to OCIO’s evolve the need for more objective transparency will increase.
January 18, 2022
In the news: Institutional Investor: In an Inflationary Environment, Value Stocks Offer a Refuge
Institutional Investor reports: Persistent inflation and rising interest rates are giving value stocks an edge over growth equities.
December 28, 2021
In the news: Institutional Investor: What’s Behind Value and Growth’s Odd Behavior Last Month? Confusion and Mixed Signals.
Institutional Investor reports: Investors in both value and growth stocks — by almost any measure — outperformed the market, a rare phenomenon likely driven by looming uncertainty.