Featured Investment Insights
Much Ado About the Midterms? Royce managers offer their insights about the investment implications on small-cap stocks.
Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?
Why it's important to diversify equity exposure during volatile markets and the later stages of a market cycle.
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
The rapidly changing healthcare industry is having a significant impact on commercial real estate.
By choice and by necessity, Americans will continue to escalate the demand for rental housing in the years ahead --creating opportunities in professionally-managed properties across formats, generations, and geographies.
Recent volatility is forcing investors to question whether the diversification measures they now have in place will truly hold up going forward.
Around the Curve
Could rapid reversals be afoot in Congress, the Federal Reserve, and in the United States' leadership in global growth?
Is listed infrastructure insulated from the end of a market cycle, and if so, to what degree? RARE’s co-chief investment officer, Nick Langley, explains the market drivers for these stocks.
Emerging Market Equities
Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.
With the rise of air travel, airports have become essential to the functioning of societies. RARE Infrastructure makes the case for investing in listed companies that own airports.
Around the Curve
The difference between “aggressive accounting” and “fraud” can be unclear; most cases of “aggressive accounting” are simply that. Here are some signs that can help tell the difference.
It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.
Chart of the Moment
A small but potentially key part of the Fed's balance sheet strategy
Earnings growth has been a driver for emerging markets in recent years. Now, amid a backdrop of trade conflicts and political & economic uncertainty in some quarters, earnings downgrades appear to give investors pause for thought.
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