Here’s a look at key factors that have influenced economies and markets in the current year—and their investment implications for 2017.
Entries filed under 'Active Management'
Economically sensitive sectors should lead the market higher, while small- and mid-cap stocks are finally poised to outpace mega-caps.
For all the turmoil in international equity markets this year, there are a number of positives.
Unlike past cycles, the market is rewarding companies with proven deal making skills.
Here's how Lord Abbett portfolio managers have scoped out opportunities in a market rife with rich valuations, earnings misses, commodity deflation, and sector sell-offs.
When high fliers hit turbulence, stable-growth stocks, such as best-of-breed homebuilders and a home-improvement products retailer, gain favor, especially in a promising housing recovery.
Active management can add value during periods of high volatility and intra-market correlation.
New research reveals that style inconsistency leads to underperformance, echoing the findings on active share.
New active share research—and Yale's successful record with domestic and international equities—suggest that patience is rewarded.