Viewpoints about Valuations
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After the turnaround, where to? How to look at bonds now
While much of the bond market value resulting from the pandemic-related sell-off has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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Watch out when value returns to favor
Growth has outperformed value for most of the past 10 years, but when value eventually takes back leadership, the reversal may end up being dramatic.
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What is liquidity and why is it important?
What is liquidity, why is it important and how can you tell a liquid asset from an illiquid one? We share the basics here.
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All that glitters: the problem with speculative small caps
A third of all small caps are unprofitable, speculative companies that are vulnerable to volatility. For this reason, a focus on quality small caps matters to investors.
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Rethinking value investing in your portfolio
Value investing isn't limited by sector definitions. Mark Donovan of John Hancock Disciplined Value Fund discusses where he and his team see value today.
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Wealth creation and U.S. banks
There’s more to banks than savings rates or the promise of a steady dividend. This article explores the foundations of banks' ability to create long-term wealth.
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Amazon proves it's anything but overvalued
In its Q2 earnings results, Amazon showed it can still be a major disruptor. We discuss the impact of high-margin business on the e-commerce giant’s bottom line.
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What's been driving late-cycle market movements?
Three things drive stock prices: earnings growth, dividend yields, and multiples expansion. Which one matters most in the market today? Watch to find out.
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