Viewpoints about Value Stocks
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Portfolio Intelligence podcast: midcycle investing for the second half of 2021
Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide their take on the economy and markets so far in 2021, and their outlook on what the rest of the year may hold for investors.
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Seeking value without the traps
Value investing is never as easy as finding the lowest valuation stocks. We explore why valuation metrics must be supplemented by a focus on quality and free cash flow.
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Three recent market reversals and what they mean for shareholder yield strategies
Changing equity markets have turned headwinds into tailwinds for shareholder yield strategies, which seek to capture dividends, share buybacks, and debt repayments.
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Multifactor ETFs: how are value and small caps performing?
Small-cap and value stocks have recovered recently, which highlights the importance of a long-term perspective when investing in multifactor ETFs.
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Growth or value in small caps? Consider a core approach
A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.
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Momentum within value
The end of 2020 saw value making serious inroads on growth. Is that a signal of what's ahead? We offer a valuation-conscious analysis of what could be in store for the markets.
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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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What to know before investing in smart beta ETFs
Smart beta ETFs are designed to combine the transparency and lower costs of passive investing with the potential outperformance of active management.
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Why mid caps may lead the way out of recession
Mid-cap value stocks may provide some diversification and opportunity for investors who want to participate in the U.S. postrecession recovery.
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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