Value vs. Growth – Inside Value’s Worst Stretch of Underperformance Since the Tech Stock Bubble

By Tom Lauricella and Katherine Lynch | 07 Oct 2019 September brought relief to long-suffering value fund managers and their investors, as returns on funds that were targeting winners among cheap stocks and turnaround stories outperformed growth-company funds by a wide margin. While the value-stock rally was dramatic and sudden, it’s only...

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A global tipping point: Half the world is now middle class or wealthier-Homi Kharas and Kristofer Hamel

A global tipping point: Half the world is now middle class or wealthier Homi Kharas and Kristofer Hamel Thursday, September 27, 2018 Something of enormous global significance is happening almost without notice. For the first time since agriculture-based civilization began 10,000 years ago, the majority of humankind is no longer...

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Credo Study about Canadian MF industry

Competition among fund companies in Canada continues to grow as Canada’s financial advisors “right-size” their product shelves and simplify their businesses by working with fewer suppliers.   How do fund companies position their brands for success with financial advisors?  Does a company’s brand have the combination of qualities that...

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