Insights

April 24, 2020 Articles
Listen to David Cohen, portfolio manager for his perspectives on recent oil price volatility

Oil’s been in the headlines with week with prices turning negative for the first time in history and we thought we’d share our perspective on it with you. I happened to be watching CNBC on Monday as prices turned negative and the host was saying that the markets were broken. They’re actually not broken—they’re functioning perfectly.

April 24, 2020 Audio Spotlight
Listen to David Cohen, portfolio manager for his perspectives on recent oil price volatility

Oil’s been in the headlines with week with prices turning negative for the first time in history and we thought we’d share our perspective on it with you. I happened to be watching CNBC on Monday as prices turned negative and the host was saying that the markets were broken. They’re actually not broken—they’re functioning perfectly.

April 21, 2020 Articles
Boston Partners’ Brad Brezinski Published in WealthManagement.com

In April, Boston Partners’ Brad Brezinski, an equity product specialist, published a bylined article in WealthManagement.com. The article, “Awaiting an Idling Value Cycle,” discusses the current market landscape and opportunities available to value investors who adhere to a consistent philosophy and process.

April 15, 2020 Articles
Josh Jones Op/Ed Looking at Concept Stocks Published in Investment Week

In early April, Boston Partners’ Josh Jones, a portfolio manager on Boston Partners Global Equity and International Equity strategies, published a bylined article in Investment Week. The op-ed explored the opportunity for liquid alts investors to find compelling short positions within the growing pool of concept stocks at the tail end of an extended cycle.

March 17, 2020 Spotlight
March 2020 Boston Partners Market & Portfolio Update

With the emergence of COVID-19 disrupting personal and business activity, we wanted to share our assessment of things as it relates to the global equity markets.

February 03, 2020 Articles
Boston Partners' Paul Korngiebel published in Pensions and Investments

Boston Partners’ Paul Korngiebel, lead portfolio manager of the firm's emerging markets long/short equity strategy, recently published a bylined article in Pensions & Investments titled, "Finding a back door for long/short strategies in China." In the piece, Korngiebel describes how experienced long/short investors can exploit market inefficiencies in China caused by regulatory overreach to hedge against risk.

December 09, 2019 White Papers
Watch Out When Value Returns to Favor!

Growth has outperformed value for the better part of the last decade. In early September of this year, we witnessed one of the most abrupt momentum to value reversals in equity market leadership in the past 30 years. Will this mark the beginning of a shift in leadership?

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