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Articles by Brian Demain
The Best Low-Risk Growth Stocks Now
For the past 15 years, one type of investing strategy that has beaten the broad stock market is growth—specifically, buying fast-growing companies at high prices and hanging on as they rise even higher. So-called growth stocks have returned an average of 17% annually since 2009, two percentage points more than the S&P 500. But top growth-fund manager Brian Demain, CFA, says that, because of a dramatic shift in the world, these types of stocks are facing headwinds now.
Plugging into the electrification: How investors can capitalize on a powerful secular growth opportunity
The world is undergoing a significant transformation driven by the electrification of the economy. This trend has the potential to span decades and has implications for different areas of the market. At its core, the electrification theme revolves around the increasing role of electricity in various sectors. Electricity demand, which has been flat for a long time, is poised for sustainable growth over the next few decades.
Plugging into the electrification theme: How investors can capitalize on a powerful secular growth opportunity
The world is undergoing a significant transformation driven by the electrification of the economy. This trend has the potential to span decades and has implications for different areas of the market. At its core, the electrification theme revolves around the increasing role of electricity in various sectors. Electricity demand, which has been flat for a long time, is poised for sustainable growth over the next few decades.
Healthcare’s small- and mid-cap opportunities amid aging
With populations in large economies quickly aging, demand for healthcare is set to rise rapidly over the coming decades. By 2050, one in six people worldwide will be 65 or older — an age cohort that typically spends three times as much on medical services than younger generations and a pattern that stands in contrast to other consumption categories that tend to decline as people age.
Las oportunidades de la pequeña y mediana capitalización en healthcare ante el envejecimiento de la población
Con el rápido envejecimiento de las poblaciones de las grandes economías, la demanda de asistencia sanitaria aumentará rápidamente en las próximas décadas.
Finding The Middle Way Between Growth And Value
By Brian Demain, CFA Growth stocks have outperformed their value peers by a wide margin in recent years, but there are important risks to consider on both ends of the growth-value spectrum. Portfolio Manager Brian Demain explains why investors should consider a "middle way." The growth-versus-value dynamic in equity markets has reached parabolic proportions. Over the past five years, large-cap growth stocks have outperformed their small-cap value peers by an average of 10% per year.
Peak Margins: A New Earnings Headwind
By Brian Demain, CFA, and Philip Cody Wheaton, CFA Portfolio Managers Brian Demain and Cody Wheaton share their insights on the headwinds driving margin compression and what it could mean for stocks. As a new earnings season kicks off, U.S. companies face a fresh challenge to earnings growth: peak margins. For the past two years, expanding profit margins have helped companies boost earnings - and ultimately, share prices - even though economic growth was often subpar.
Defenseless Defensives: Look Beyond Consumer Staples For Stability
By Brian Demain, CFA, and Philip Cody Wheaton, CFA Portfolio Managers Brian Demain and Cody Wheaton discuss why the consumer staples sector has lost many of the defensive characteristics it once possessed. With market volatility returning, many investors are evaluating how defensive their portfolios may be. We offer a word of caution: Yesterday’s “defensive” stocks don’t possess the same resilient characteristics they did in previous downturns.
Valuation Bifurcation: Are Small And Mid-Caps Overpriced?
Investors are segmenting stocks into a bifurcated market. Our mid- and small-cap portfolio managers share the opportunities and risks. With the current bull market reaching now the longest in history, clients frequently ask whether stocks are overvalued. It's a tougher question to answer than it might seem at face value. The short answer is… it depends where you look.
Top-Heavy Mid Caps
Portfolio Manager Brian Demain discusses how a small percentage of stocks are driving returns in U.S. mid-cap stocks and what that means for investors. Looking at the first half of 2018, it may appear as though mid-cap stocks - particularly mid-cap growth - had a good run. For the six-month period, the Russell Midcap Growth Index delivered a total return of 5.38%, compared with a loss of 0.16% for its value counterpart, the Russell Midcap Value Index.
Value Vs. Growth? How About Fundamental Research
In 1992, economists Eugene Fama, Ph.D. and Kenneth French, Ph.D., published their seminal paper arguing that value stocks tend to outperform growth over the long term, and small-cap equities outperform large-cap. But in recent years, investors who have followed these principles - whether by building their own portfolios or taking advantage of smart-beta funds that invest based on factors, such as market capitalization and valuation - were likely disappointed.
Talking Tax: Understanding The Impact Of Impending Tax Reform
Tax reform is speeding through Capitol Hill, with both the House of Representatives and the Senate passing separate bills. Overall, we believe the proposed changes will help boost the economy. Key among them is the ability of companies to immediately deduct the full cost of capital expenditures (capex), which we believe would incentivize capital spending and drive growth.
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