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After the longest run of outperformance of growth stocks ever, we think value may be poised for a comeback. Source: […]

“Economic reports released in May 2018, largely reflecting economic activity in April, showed continued solid economic growth in the U.S.”

Overall, we think the global economic backdrop, particularly in the U.S., remains intact. Although the situation in Italy is an

Market reaction to Italy’s political woes was swift and pronounced, but ultimately overdone. Source: WEEKLY COMMENTARY

When we compare Europe’s economic and corporate fundamentals with those in the U.S., even factoring in valuations, we think Europe