Investing Megatrends: Restructuring
In an increasingly globalized marketplace, companies are constantly facing new competitive threats to their businesses: ambitious rivals emerge to take away market share; nations change...
Author : Oppenheimer Funds
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Yellen But Not Screamin’
Temperatures may be dropping, but equities remain hot, with developed and emerging market stock indices posting broad gains last week. Investors liked what they heard...
How to Avoid False Profits
Recently, I’ve seen significant underperformance from “quality” stocks in non-U.S. developed markets. This is not surprising. New entrants who come into markets after a rally...
Dealing with Data Whiplash
The S&P 500 Index is up 22.8% this year and trading near all-time highs, but among lawmakers’ shenanigans, looming Fed policy decisions, and noisy global...
Why a “Slow-Roasting” Economy Is OK for Stocks
As we enjoy the beautiful fall days around the country and take in that American tradition of the tailgate, I naturally find myself ruminating on...
A Different Way to Find Value Stocks
Global Value Fund is among the top world equity performers, according to Morningstar. Dishmon can own small or large companies in any country, affording him...
U.S. Drifts as Europe “Dis-inflates”
The global economy continues...o drift along, showing few clear-cut...rends. Companies continue...o find ways...o earn money even in a moribund revenue environment. Europe data continue...o point...o...he...
Passive May Not Be a Panacea for Fiduciaries
Plan sponsors adopting passive strategies may be overlooking the style’s potential pitfalls. The current economic cycle may favor an active management approach. SVP, Retirement Marketing...
Why Passive Investing May Be a Long-Term Loser
The most famous debates in U.S. history have typically ended with a clear winner. Lincoln beat Douglas, Kennedy bested Nixon (at least according to those...