Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
Stephen Deane, Portfolio Manager on the Global Emerging Market Equities team, discusses key observations from a recent trip to China, positioning updates and the importance of employing a risk-aware approach to investing in what can be quite risky markets.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
Ben Lofthouse discusses the market rotation in the first quarter, whether recent volatility has affected dividend growth expectations, and his ongoing outlook.
Read why the portfolio managers at Perkins believe that now is the time to consider defensive value strategies, especially within the small- and midcap space.
Glen Finegan, Head of Global Emerging Market Equities, believes that in a world driven by short-term news flow, to properly understand investment risk, it is important to step back and consider the powerful and timeless forces that drive human behavior, markets and asset prices.
Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.
Portfolio Manager Doug Rao shares why he believes semiconductor content in autos may grow at a double-digit rate over the next decade.
With aggregate demand improving globally, George Maris explains why long-shunned industrials are positioned to benefit after a decade focusing on cost control.
See how Portfolio Manager Andy Acker and Research Analyst Dan Lyons analyze biotechnology companies on the forefront of cancer research.
Portfolio Manager Jeremiah Buckley discusses why he believes tax reform and revenue growth will help U.S. large-cap growth dividends increase by nearly 10% in 2018.