The Maturation of European Style
Value continues to best growth as style distinctions evolve.
Research Publications Archive
Dividends: Are Companies Willing & Able?
With corporations awash in cash, investors should expect (and demand) higher dividends.
European Bonds: Choose Your Benchmark Wisely
The benchmark choice may be more important than valuations.
Japan Still Bullish
The pieces are finally in place for a long-awaited recovery in corporate earnings.
Looking for Themes in a Range-Bound Market
Large-cap indices are benefiting from high-quality stocks this year.
Navigational Aids for European Venture
Investors must be highly selective when considering commitments to European venture capital funds.
Emerging Markets Equities: Still Attractive
While emerging markets have struggled in 2004, the risk-reward trade-off for the asset class remains quite favorable.
What Next for Equities?
Following a period of stellar earnings growth, U.S. equity valuations have improved, but remain high as earnings momentum begins to decelerate.
The Perils of Market Timing
What happens if a market timer misses the most important days or months?
Investing in Energy
Aging infrastructure, capacity constraints, and rising global demand suggest that the energy sector may offer profitable investment opportunities over the coming years.