PM Corner: In conversation with the International Equity Group
Co-portfolio managers discuss opportunities in international equity in the midst of market volatility and recent underperformance.
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Equity Insights
We highlight themes and implications from our equity team to help guide your portfolio decisions.
Featured Insight
Portfolio Manager Insights
PM Corner: In conversation with the U.S. Equity Value team
Co-portfolio managers discuss opportunities in the U.S. Value market in 2022.
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PM Corner: In conversation with Giri Devulapally
Growth stocks have been at the epicenter of market volatility, but we still see opportunities over the long term.
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PM Corner: In conversation Andrew Stern
U.S. Sustainable Leader’s Andrew Stern discusses our approach to sustainable investing and the opportunities he sees today.
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PM Corner: In conversation with Hamilton Reiner
Equity Premium Income’s Hamilton Reiner delves into the power of alternative income strategies in an income-hungry world.
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PM Corner: In conversation with Hamilton Reiner
Hedged Equity’s Hamilton Reiner discusses the upside of having a downside hedge in a volatile U.S. Equity market.
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PM Corner: In conversation with Scott Davis
A U.S. equity portfolio manager makes the case for quality cyclicals and explains how he manages around the mega cap tech stocks.
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PM Corner: In conversation Susan Bao
A J.P. Morgan U.S. equity portfolio manager discusses value vs. growth, and the tug of war between earnings and inflation.
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Why now is the time for value stocks
01/15/2021
In a wide-ranging conversation, Mid Cap Value and Value Advantage portfolio manager Jonathan Simon discusses the prospects for value equities, identifies investment opportunities and examines the value vs. growth debate in asset allocation.
Let's dig a little bit deeper. One of the sayings that we hear in a bull market is, "A rising tide lifts all boats." What observations would you share on, a rising tide lifts all boats?