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.
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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.
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. Also includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.
Historically, higher-quality stocks have outperformed lower-quality stocks over multi-year periods, reinforcing the need to pursue value strategies that emphasize quality as part of their investment process.
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.
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.
Outperformance over time doesn’t mean outperformance all the time. We believe investors must accept inevitable periods of underperformance in the short run to outpace the market in the long run
Since 1984, Kayne Anderson Rudnick (KAR) has been committed to investing in high-quality companies, with a strong history of results in the small-cap space—a testament to the quiet power of quality over time.
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 9/30/2022 data.
Jon Christensen, CFA, portfolio manager and senior research analyst with Kayne Anderson Rudnick, discusses Q3 market performance, key stock contributors and detractors in the KAR Mid-Cap Core strategy, and investment considerations that he'll be focusing on in Q4.
