There are 3 item(s) tagged with the keyword "Active Equities".
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A look at how the Israel-Iran conflict served as a real-time stress test for different equity styles – showing how Momentum, Value, and Quality behave under pressure – so investors should look past labels and understand what truly drives their portfolios.
Smaller companies tend to be more susceptible to inflation risk than their larger peers. However, while the broad asset class may be floundering amid the highest inflation in decades, in our view, compelling opportunities remain among certain high-quality international small caps.
Recent market conditions have presented challenges for quality-focused investors. After years in the doldrums, lower-quality, cyclical companies are enjoying a moment in the sun. However, over a longer investment time-horizon (three to five years), value rallies like this one tend to fade.
Displaying: 1 - 3 of 3