Viewpoints

July 23, 2021 Audio Viewpoints
Webinar: The Sustained Case for Value in Global Equities

Webinar: Portfolio Manager Joshua Jones, CFA, deconstructs where we are in the value cycle. Access the replay here.

Entry Points | Whoever Thought That Active Value Was Contrarian?

Paul Heathwood, CFA, Director of Investor Relations, highlights why active value has become a contrarian exposure in this short clip.

April 28, 2021 Audio
Featured: Emerging Markets Portfolio Manager Paul Korngiebel Invited to Talk China on Cary Street Partners CIO Conversations Podcast

Paul Korngiebel, CFA, joined the Cary Street Partners podcast on April 23, 2021, to discuss the complex U.S./China relationship. Listen to the episode here.

February 11, 2021 Audio
Entry Points | Emerging Markets Tailwinds Take Form

Paul Korngiebel, CFA, Emerging Markets Portfolio Manager, discusses how recent U.S. political changes may impact emerging markets in this short clip.

January 21, 2021 Articles
Boston Partners' Andy Hatem Published in WealthManagement.com

Boston Partners' healthcare equity analyst Andy Hatem published an article in WealthManagement.com titled "Healthcare Sector Showing Pockets of Value." His piece explores new opportunities for value investors cropping up in the healthcare sector thanks to abnormal market conditions.

December 02, 2020 Insights Series
Fundamental Analyst Paul Donovan, CFA, Dives Into Gaming, Leisure & Lodging

Fundamental Analyst Paul Donovan, CFA, discusses the gaming, leisure, and lodging industries in this Boston Partners Insights Series podcast. Listen here.

November 05, 2020 Articles
Value vs. Growth: A Value Manager’s Perspective

Paul Heathwood, CFA, Director of Investor Relations, provides interesting insights on the topic of value versus growth.

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.