After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.
The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.
The markets were caught off guard by the scope of the tariffs, rattling the markets at a time when consumer spending and confidence are already under pressure.
As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals? Our experts take a look.