Boston Partners

In his latest commentary, Director of Global Markets Research Mike Mullaney discusses the shifting prospects of #Fed interest rate cuts, the continued market dominance of #tech related companies, and what to make of the performance gap between #growth and #value stocks. Read his full analysis here: https://lnkd.in/eaRD9VQU

It’s been over a year since the turmoil in the regional banking segment captured national headlines—and quite a bit has changed since then. Lead Portfolio Manager Eric Gandhi, CFA, and Research Analyst Andrew Schukman examine why solid fundamentals and attractive valuations make regional banks worth a closer look. https://lnkd.in/eREtsxib

Share buybacks are back in a big way in 2024. We take a closer look at how share repurchase programs can be a powerful driver of long-term performance and which sectors of the market may be worth a closer look. https://lnkd.in/ePfHgnmV

For companies with excess #capital whose balance sheets are in good standing, there are two noteworthy options for allocating capital to shareholders: dividend payouts and share repurchases. In our latest #EntryPoints video, Portfolio Manager Timothy Collard explores the pros and cons of both options, while exploring their relative merits in creating long-term shareholder value. https://lnkd.in/emWgAmUc #shareholders #dividends #buybacks 

Given today’s dominance of national mega banks, what makes select regional banks attractive from an investment perspective? Assistant Portfolio Manager Timothy Collard and Equity Analyst Kevin Duggan, CFA take a closer look at the opportunities some investors may have overlooked. https://lnkd.in/eN73D2fg

One year after the SVB collapse, has the health of the regional banking system improved? Several measures suggest it has, but it’s not a segment that’s without its challenges. Assistant Portfolio Manager Timothy Collard and Equity Analyst Kevin Duggan, CFA, take a closer look at the risks and opportunities: https://lnkd.in/eN73D2fg

Morningstar’s Style Box captures a fund’s holdings at a point in time. Any given stock can and will see its style score change as its price and fundamentals fluctuate. A short-term shift in a fund’s style—known as style drift—is often just the temporary result of disciplined active management. Head of Portfolio Research John Forelli, CFA, debunks the “drift myth” in an article for WealthManagement.com: https://lnkd.in/eW8cBMU8

In a recent Bloomberg article, David Kim, Portfolio Manager for #emergingmarkets strategies, discusses new opportunities in Chinese equities through Boston Partners’ three-circle lens, which considers valuation, business fundamentals, and business momentum: https://lnkd.in/eNGMJeGg

WPG Partners Select Small Cap Value was ranked in the top 10 of top-performing US equity separate accounts in the five-year period by Pensions & Investments and Investments. "We have a unique process focused on identifying businesses operating in out-of-favor sectors, with a catalyst for improvement,” WPG Portfolio Manager Eric Gandhi noted in the article. WPG Partners is a wholly owned subsidiary of Boston Partners. Read more: https://lnkd.in/g8B7JN_a #active #value #smallcap #USEquities

In his most recent commentary, Director of Global Markets Research Mike Mullaney discussed February’s markets activities, including the diminished hopes of “early and often” rate cuts by the #Fed. Read the full article for his insights on the performance of the #MagnificentSeven #tech stocks, #growth vs. #value, and international equities, here: https://lnkd.in/d4hBzAyb