|
Published Work
Uncovering Hidden Risks in Passive Equity Portfolios
Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours.
Value Equities
Is the Long, Dark Winter Ending?
Value investing has always been about challenging the consensus—but never more so than today. After several tough years, we're seeing signs of a value recovery brewing. Yet fresh approaches are needed to capture the potential in today's complex markets.
Small-Cap Stocks Can Help Shield Against Inflation
As concerns about inflation spread, it's time to gauge how different types of stocks will respond. Smaller companies in niche markets may be better positioned to cope with rising prices-especially in consolidating industries.