High-quality stocks can add ballast to an investment portfolio, providing stabilizing support and growth potential that historically has stood up to varying market environments over time.
Value managers develop certain philosophies about how they approach the world of equity investing. Yet, the industry has allowed third parties to define what those parameters should be through benchmark construction methodologies. Unfortunately, leading value benchmarks continue to follow a construction framework from over 30 years ago and have not adapted to the realities of today’s investing climate.
In today’s global economy, thriving companies aren’t bound by geography — not in where they are headquartered nor from where they derive their income. Vontobel Asset Management discusses why investing beyond one’s own borders may benefit performance over the longer run. Includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.
As economic weakness starts to put pressure on corporate earnings in 2023, quality businesses can be a source of resilience for investors. Vontobel Quality Growth Boutique CIO Matt Benkendorf explains.
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Vontobel Quality Growth Boutique’s investment team shares their 2023 outlook for global equities. Without the tailwind of easy money, the next decade will be a departure from the past. Given expectations that the majority of U.S. interest rate hikes have already occurred, stock performance should be more closely tied to earnings, marking a healthy dynamic.
Vontobel Quality Growth Boutique’s investment team believes structural themes will underlie opportunities in emerging market equities in 2023. While broader emerging markets have declined mainly due to idiosyncratic risks, they have shown resiliency in terms of growth and currency strength, are well positioned for future growth potential, and valued at historical lows compared to developed markets.
KAR CIO Doug Foreman, CFA, discusses how quality companies offer sustainable competitive advantages amid the current market environment marked by rising inflation and recession concerns.
With market sentiment firmly shifted to pessimism, the current environment presents an opportunity for U.S. investors to consider diversifying their portfolios with international equities.
Kayne Anderson Rudnick Portfolio Manager and Research Analyst Craig Stone, CFA, puts last year’s performance of the KAR Small-Mid Cap Core portfolio into perspective and shares KAR’s outlook on the year ahead.
Don’t expect the worst but prepare for it. Vontobel Quality Growth Boutique seeks to provide defensive performance during bad times and attractive returns in good times. CIO Matt Benkendorf explains what taking measured risk means for its portfolios.
Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do. Updated with 12/31/2022 data.
Only a narrow set of companies can surpass the majority. Matt Benkendorf, CIO of Vontobel’s Quality Growth Boutique, reveals the sectors and world regions where he and his team believe the next market-beating anomalies could be found in 2023.
Vontobel’s Quality Growth Boutique looks for quality companies with solid track records and strong brands. But, as CIO Matt Benkendorf explains, the most critical aspect of quality is earnings growth that is predictable and sustainable, as far as 10 years into the future.
Jon Christensen, CFA, portfolio manager of the KAR Mid-Cap Core strategy, discusses 2022 and fourth quarter market performance, key stock contributors and detractors in the portfolio, and considerations that he and the investment team will be focusing on in the first quarter of 2023.
Inflation showed signs that it may have peaked in the fourth quarter, sparking broad rallies across stock and bond markets globally.
The Vontobel Quality Growth Boutique reviews Q4 performance of global equity markets and key themes, including the healthy U.S. consumer, Europe’s energy challenges, emerging market opportunities, and the case for investing in quality companies with sustainable, predictable earnings growth at reasonable valuations.
