The regulatory environment outside the United States is more conducive to the proliferation of disruptive business models, and,...
Expectations for earnings growth and return on invested capital (ROIC) have become more favorable outside the United States—and...
Company-specific factors, including what we call “sustainable value creation,” are increasingly more important than country-specific factors, and companies...
Today’s investors may be handicapping their return potential by not considering international stocks, which remain an important part...
Global utility stocks are typically considered defensive in nature because the dependable reoccurring cash flows they generate make...
Global real-estate stocks have performed poorly given uncertainty surrounding the dependability of cash flows as we navigate the...
As one of the few women of color in portfolio-management roles across the industry, Alaina Anderson knows the...
Renewable energy is now a long-term growth story. Investors, businesses, governments worldwide—alarmed by the effects and costs of...
My research focuses on capital-intensive sectors such as real estate and utilities, which doesn’t sound very exciting. But...
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GICS Reclassification: Impact on Emerging Market Investors
