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March 26, 2026
Redefining value: from style category to investment discipline
The investment industry often frames value and growth as two opposing styles, yet the reality is far less binary. Boston Partners explains how stylistic movement may, in fact, be evidence of process discipline rather than process breakdown.
What's qualified dividend income (QDI), and how is it taxed differently than ordinary interest? Learn how QDI can make certain preferred securities more tax-efficient—and why now may be a good time to consider an allocation to an actively managed preferred securities ETF.
There's been more talk recently about the prospect of a U.S. recession amid this year's rise in tariff-related market volatility. But what is a recession, what triggers its onset, and what happens when one is under way?
The traditional separation of value and growth implies two distinct equity styles with different return profiles, yet companies themselves evolve as earnings trajectories, capital allocation decisions, and valuation regimes change. Benchmark construction reinforces this fluidity, with meaningful overlap between growth and value indexes underscoring that style is a classification convention rather than a durable economic identity.
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