Partners In Investing

Although it appears that the long cheap Value/short expensive Growth train has indeed left the station, we believe that there is still plenty of track remaining before it reaches its destination.

In this webcast, Jeremy Grantham, Ben Inker, and Simon Harris discuss recent market volatility and provide an update on the opportunity the wide spread in valuations between Value and Growth stocks still presents.

If the current bout of inflation can break Japan’s deflationary mindset, Japanese equities could present a rare and valuable opportunity for those seeking to navigate global inflationary pressures.

Yielding over 8%, the U.S. high yield market looks much more compelling today than it did just a few months ago.

With U.S. interest rates rising and the USD continuing to pose challenges to holding long-only EMFX exposure, now could be the appropriate time to consider a new approach to emerging debt investment.

Growth trap stocks have underperformed the broad growth universe since last summer by their largest margin for any comparable period in history, and Ben Inker expects more pain to come.

Resource equities trade at deeply discounted levels and offer investors both a chance to benefit from high commodity prices and to protect their portfolios from inflation.

As we enter the second quarter, new uncertainties arising from the Russia/Ukraine war were reflected in widening spreads for the EMBIG-D. In this piece, we update our valuation charts and commentary.