Chuck Royce on the 10th Anniversary of the Financial Crisis
Chuck Royce and Francis Gannon on current opportunities in cyclical small-caps and how the 10th anniversary of the Great Recession relates to today’s market. Can the Rebounding Market Keep Going?
Jay Kaplan On Finding Opportunities In Banks
PM Jay Kaplan makes the case for his interest in small-cap banks. Related Insights: Jay Kaplan On Total Return in 2018: A Tale Of Two Markets
Where Is The Consensus Mistaken?
Four small-cap specialists discuss where they believe the current investment consensus is mistaken. Related Insights: 5 Quality Premier Companies Interpreting 2018's Decline: Recession or Risk Reset? Making Sense of The Small-Cap Decline In 3 Charts
Navigating the Volatile Market
Chuck Royce and Co-CIO Francis Gannon look at the recent decline and make the case for why active management looks poised to do well going forward. Related Insights: 5 Quality Premier Companies Interpreting 2018's Decline: Recession or Risk Reset? Making Sense of The Small-Cap Decline In 3 Charts
MASTERCLASS: Global Investing
It's been a strong start to the New Year for major stock markets across the world. After ending 2018 in a volatile meltdown, is this a fresh start for global investors? Three experts join together to discuss geographical opportunities, long term ESG potential, and trade wars impact on the global market Conor Muldoon - Fundamental Portfolio Manager of Causeway Capital Management Clive Gillmore - Group CIO and CEO of Mondrian Investment Partners David Nadel - Portfolio Manager of Royce Funds
MASTERCLASS: 2019 Outlook
2018 started out just great for companies and the investors that put money into them with the U.S. Corporate Tax Rate slashed to twenty percent. But these last few months of 2018 have been bogged down by worries on trade, rates, the economy that's led to anemic returns. Three experts in bonds, stocks and economics join together to discuss what’s in store for next year, what should they expect, and where should they be putting their money for 2019. Owen Fitzpatrick - Managing Director, Lead Portfolio Manager of Aristotle Atlantic Partners Jacob Weinstein, CFA - Research Analyst, Asset Allocation Research of Fidelity Investments Megan E. Greene - Global Chief Economist at Manulife Asset Management Francis Gannon - Co-Chief Investment Officer, Managing Director of The Royce Funds
MASTERCLASS: Small Caps - December 2018
Looking across equity markets this month, investors have seen volatility reappearing and stock prices falling. Three leading stock portfolio managers join together to discuss primary issues in small caps stocks, where the future is heading, how investors can better prepare. Miles Lewis, CFA - VP & Portfolio Manager, Small Caps Value Portfolios of American Century Investments Charlie Dreifus, CFA - Portfolio Manager, Managing Director of Royce & Associates, LP Bill Costello - Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manage of Westwood Holdings Group For Financial Professional Use Only / Not for distribution to the public.
MASTERCLASS: Small Caps - October 2018
As small caps have been underperforming up until this year, investors are playing catch up, shifting to other opportunities and pivoting portfolio construction techniques in a relatively positive economy. Four experts, who have been putting portfolios together for decades, join together to discuss those opportunities, the affects on world trading and what's to come in 2019. Kevin Ross, CFA - Senior Vice President, Portfolio Manager at Advisory Research Investment Management Craig Hodges - Partner at Hodges Capital Management Catherine Nicholas- Managing Partner and Chief Investment Officer at Nicholas Investments Partners Jay Kaplan - Portfolio Manager at The Royce Funds