For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
By: David Bianco
2024 Outlook: Long live this faint cycle or bumps toward a new one?
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
Different leagues: Great Eight vs. great expectations, S&P 492 vs. bonds