Analysts at the celebrated research shop say value will come to the fore during the upcoming recession.
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.
AJO Partners is closing after nearly 40 years of investing, as its style suffers. Founder's team wants to launch a successor, but he will be on the sidelines.
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.
Its different strategies can range from dynamic to sleepy.