Tag: cyclical sectors

Is The Small-Cap Market Out Of Joint?

Is The Small-Cap Market Out Of Joint?

Is The Small-Cap Market Out Of Joint? by Royce Funds While results for most stocks in the first half were decidedly bullish, the primary drivers of performance continue to be unsettling—especially for those with an active, risk-conscious approach who’ve lagged […]

Second Quarter Earnings Preview

Second Quarter Earnings Preview

Second Quarter Earnings Preview by Tom West, Columbia Management We believe YTD valuation improvement in stocks is more likely the result of basic supply and demand than an upward revision off corporate prospects. Going into corporate reporting season, we’re focused on […]

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Talking With John Rogers: Slow and Steady

The Ariel fund is No. 3 in the Morningstar mid-cap blend category over five years, with average annual returns of 24%. During the crisis, John Rogers stayed the course and bought more firms he liked, such as Gannett (GCI) and […]

Source: Societe Generale Research

Why European Equities Will Likely Produce Strong Returns

Paul Jackson, from Societe Generale, continues to expect attractive returns over the next three to five years for European equities, underpinned by better economic performance. Mr. Jackson’s equity strategy team re-emphasizes their shift from growth to value sectors, by downgrading […]