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Value Investing

Financial Sector Outlook: Are Unloved Financial Stocks Due for a Rebound?

Editor’s note: Our financial sector outlook is the first in a regular series sharing our views on...
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Value Investing

Never Judge a Book by its Cover: Why Advisors Must Look Beyond ESG Labels

Based on the following fund profiles, can you pick the ESG strategy? Fund 1 (U.S. large cap blend...
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Value Investing

Is the Growth-Value Divergence at a Turning Point?

Growth stocks have continued a decade-long trend and massively outperformed value stocks for much...
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Value Investing, ESG

Renewable Energy: Where Do We Go From Here?

Renewable energy companies enjoyed considerable growth over the last decade, as the cost of solar...
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Epiphany ESG Fund, Value Investing, ESG

Where are Advisors on the ESG Adoption Curve?

To say ESG has hit an inflection point would be putting it mildly. Flows into sustainable funds...
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Equity Investing, Value Investing

Mind Boggling: Reflections on New S&P 500 Records

The S&P 500 has hit new records in recent days, completing a round trip that has been remarkable,...
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