Equity investors are trying to figure out whether steep share-price declines have led to attractive valuations, given mounting threats to fundamental business performance. The answer varies from company to company and requires an active equity investing approach to separate winners from losers.
As equity style winds shift, investors are still debating the merits of growth versus value stocks.
Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies.
Many US companies have enjoyed an earnings boost from premium products in recent years. But a strong sales mix may leave a company’s profitability vulnerable in the late stages of an economic cycle, when spending trends begin to weaken.