When Big Minds Have The Freedom to Innovate

Insights
December 04, 2017
High-Dividend Stocks Have Value – and Beat Value, Too

James Norman
PRESIDENT - HEAD OF EQUITY STRATEGY

James Norman of QS Investors writes while often thought of as similar, value and dividend strategies are distinct. Value stocks are often good investments, but sometimes they are cheap for a reason and consistently ex...

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Insights
November 27, 2017

James Norman
PRESIDENT - HEAD OF EQUITY STRATEGY

James Norman of QS Investors explains on CNBC why he’s favoring stocks with stable prices and earnings especially during times when sentiment could shift and investors begin to overreact.

Insights
August 01, 2017

James Norman
PRESIDENT - HEAD OF EQUITY STRATEGY

Addressing concentration risk especially within emerging markets is important, while multi-factor outcome oriented strategies are better than a single factor approach.

Insights
April 17, 2017

James Norman
PRESIDENT - HEAD OF EQUITY STRATEGY

As the population of smart beta products has exploded, the quest to differentiate among them has focused on portfolio construction. The authors of this article aim to shift the conversation back to what actually matte...

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Insights
December 04, 2017

James Norman
PRESIDENT - HEAD OF EQUITY STRATEGY

James Norman of QS Investors writes while often thought of as similar, value and dividend strategies are distinct. Value stocks are often good investments, but sometimes they are cheap for a reason and consistently ex...

Insights
September 30, 2017

Michael LaBella, CFA
PORTFOLIO MANAGER, EQUITY STRATEGIST

Investors typically enter into Emerging Markets to further diversify their domestic equity portfolio, looking to gain exposure to the various return drivers in the space. However, while the growth opportunities within...

Insights
June 01, 2017

Michael LaBella, CFA
PORTFOLIO MANAGER, EQUITY STRATEGIST

Investors face a dilemma over the next several years, equity returns are expected to be lower than historical levels. This is due to equity valuations near decade highs and slower global growth. This is further compou...

Insights
December 01, 2016

Rosemary Macedo
CHIEF INVESTMENT OFFICER

The Holy Grail for many investors has been to have their investments generate income while still achieving principal growth with enough stability to keep panic at bay when the market is turbulent. Surely today’s low y...

Insights
November 01, 2016

Stephen A. Lanzendorf, CFA
PORTFOLIO MANAGER

Investors are right to focus on stock dividends, for their long term contribution to return and because they are a strong alternative to fixed income in the current low interest rate environment. However, we believe t...

Insights
June 01, 2016

Michael LaBella, CFA
PORTFOLIO MANAGER, EQUITY STRATEGIST

Sarah Reifsteck
HEAD OF MARKETING

As the population of smart beta products has exploded, the quest to differentiate among them has focused on portfolio construction. The authors of this article aim to shift the conversation back to what actually matte...