GE makes a power move
With an outsider taking the reins at GE, we think the firm may now move swiftly to unlock the substantial value we see embedded in its core businesses.
Viewpoints about value stocks
Filter posts by our authors, asset managers and topics.
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Telecom sector gives way to communication services
The telecommunications sector is being revamped and renamed communication services. We discuss the rationale for this change and what it means for investors.Read more -
Advisors are tilting client portfolios toward growth—and may not know it
After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.Read more -
What's a growth stock? A value stock? Equity market style explained
We explore equity style differences and put growth stocks’ recent market leadership over value in historical context.Read more -
While retail is disrupted, distributors carry on
The market is filled with middlemen whose days may be numbered, thanks to e-commerce. We discuss the key targets and the limits of e-commerce disruption.Read more -
Value equity update: unique opportunities, unique concerns
In today's turbulent market, value opportunities may be proliferating.Read more -
General Electric: a contrarian view
Although it's out of favor with investors today, the stock of General Electric could eventually stage a comeback. Hear a contrarian view.Read more -
Playing offense and defense with value stocks
Investors who are worried about elevated valuations and the potential for a market correction should take a closer look at value stocks. They offer a rich source of opportunity and can act as a bulwark against market corrections.Read more -
Equity valuations too hot? Not for the value creators
Equity valuations have risen, but an upward price trajectory may still be warranted for companies generating high returns on capital and compounding those cash flows.Read more -
Finding value and quality in a valuation-rich global equity market
While profit margins remain strong, elevated stock valuations and rising corporate debt could be warning signs for global equities. In such an environment, the best opportunities lie in the intersection between quality and value.Read more