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.
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.
The September Hike
What the Fed did on Wednesday, how markets reacted, and a guide to additional insight.
Above the Noise
The days of treating ESG as a choice are numbered
Airports, electrical plants, gas pipelines, rail and roads provide essential services. The relatively predictable nature of the demand for such assets means the market price of the companies that manage them can act differently to other equities.
Around the Curve
The story behind the forces driving the dollar to its current levels -- and what could happen next.
Navigating Emerging Markets
Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.
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