Even as China grows, small caps disappoint
Fundamental investment research indicates that small companies in China are not yet translating the region’s economic growth into greater productivity or profits for investors.
Posts By: Joseph P. Joseph and Randy J. Farina
Is a deeper economic slowdown likely in Europe?
As the slowdown in economic growth continues in Europe, investors may be concerned about the likelihood of a worsening contraction. Still, opportunities remain in the region.
Is a Chinese economic crisis on the horizon?
China’s slowing rate of economic activity creates concern about growth possibilities for stocks in a number of global sectors.
Is Europe a contrarian trade?
As Europe struggles with a protracted sovereign debt crisis, investors’ risk aversion has created select valuation opportunities in small- and mid-cap European stocks.
ETFs may worsen market volatility
Stock market volatility has increased over the past three to four years, and although extremely volatile periods may be short-lived, we believe higher-than-average volatility could be with us for some time. Structurally, one of the reasons volatility may be here … Continue reading
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By the numbers
