Stability Over Cyclicals in Value’s Next Inning

Stability Over Cyclicals in Value’s Next Inning

🕔13:55, 7.Jun 2022

Ample runway for further value outperformance After a long run for growth-oriented companies, value names have outperformed more recently. We polled our LinkedIn audience to find out which investing style—growth or value—they think will outperform in 2022. The majority favored

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Does the 60/40 portfolio still make sense?

Does the 60/40 portfolio still make sense?

🕔11:22, 7.Jun 2022

For over two decades, the 60/40 equity-bond portfolio has served investors well as stock prices have risen and interest rates have fallen. However, the simultaneous sell-off in both asset classes this year has challenged this model. Looking ahead, we believe

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Dealing with Hidden Equity Risk in M&A Deals

Dealing with Hidden Equity Risk in M&A Deals

🕔08:38, 7.Jun 2022

Introduction USD22 billion to USD85 billion in the last 10 years.1 2021 was a stellar year for M&A2 activity, with more than 40,000 deals announced globally.3 Chances are that a fund manager will, at some point, be exposed to a

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