Passive investment has had a dramatic effect on bond funds. And while that’s meant higher prices and lower yields for many, four in our coverage universe offer solid management, performance, and income.
While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.
This leading textbook company continues to expand its margins and grow its recurring revenue by transitioning to digital content and leveraging its existing intellectual properties to penetrate the consumer market.
An influx of liquidity from Chinese investors, coupled with the central bank’s recent rate cuts, has propelled China’s equity markets to big gains. We book another solid profit on one of our previous picks, highlight our favorite Chinese stocks and identify two other Asian equity markets that should ride this liquidity wave higher.
US real estate investment trusts have rallied significantly since we last visited the space in late 2013. However, investors can still uncover value in the space if they’re willing to take on additional risk for higher yields.
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