European Markets are Moderately Attractive
Do lowered earnings growth projections adequately account for increasing headwinds?
Research Publications Archive
The Decelerating World and Its Investment Implications
Pessimism rising—already baked in the prices?
Asia ex Japan Distressed Investing
This report examines the evolution of the Asian distressed markets, the opportunities and risks present in the asset class, and the specialized skills required of investors in Asia.
Puzzling Over Mid Caps
There is no simple explanation for mid caps’ recent outperformance.
U.K. Dividends on the Upswing
Not only have dividends risen recently, but they appear to have room for further growth.
Global ETFs Are Thriving, But Are They Cost-Effective?
ETFs offer additional ways to diversify portfolios and control risk.
Why We Believe U.S. Equities Are Still Overvalued
The S&P 500, while not exorbitantly expensive as in 2000, remains pricey nonetheless.
The Maturation of European Style
Value continues to best growth as style distinctions evolve.
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.