What Should Investors Expect From Developed Markets Equities in 2016?
2015 looks likely to go down as a year to forget for many investors, and 2016 may bring only slight improvement.
Equities
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor
Considering climate factors is an economic risk management and opportunity capitalization issue core to prudent investing for the long term.
A Closer Look at the US Equity Bull Market
Ongoing growth headwinds, an earnings recession, and still-elevated valuations make us skeptics that US equities’ four-year bull market can continue much longer.
The Potential Attractions of Frontier Markets Equities
Frontier markets equities present an interesting opportunity for long-term investors with an understanding of the risks and pitfalls of this asset class.
US Manager Universe Statistics: Third Quarter 2015
This chart book presents representative marketable and hedge fund manager performance for third quarter 2015.
Value Strategies Down, Not Out
Global value style equity investing has been challenged in 2015, but long-term investors may be well served by staying the course, as the time to rebalance further into value may be on the horizon.
Now That Emerging Markets Equities Are Very Undervalued, Should Investors Increase Overweights?
No. We continue to advise small overweights to Asia ex Japan or emerging Asia relative to US equities, but would not suggest investors add more substantial overweights unless they have an exceptionally long time horizon and the ability to tolerate substantial volatility. The risks to emerging markets are well known. Commodity weakness, a slowdown in…
The Saudi Market Is Open for Business. Is This an Attractive Off-Benchmark Opportunity?
The Saudi equity market is closer to presenting an interesting opportunity for international investors than this time last year.
Emerging Markets: Putting a Premium on Patience
Emerging markets equities have tested investors’ patience in recent years, but those with a long time horizon should maintain their overweights, as today’s exceptionally low valuations should pay off in higher returns
UK Equities: Curbed Enthusiasm
UK large-cap stocks are undervalued, but lack a clear near-term catalyst to unlock this value; mid-cap valuations are moving higher, but so too are earnings.