What's broken about growth investing?

Research Affiliates study finds 2 flaws:
❌ Expensive stocks aren't growth stocks
❌ Market cap weighting hurts performance

Solution: "Fundamental Growth" indexing on sales, profit & R&D. Result: Markedly better performance.

🔗 papers.ssrn.com/sol3/papers....

“People don’t care how much you know until they know how much you care.”

#MeltwaterSummit 2025 delivered!

🎬 Reese Witherspoon
🔍 AI prompting
⌨️ Media monitoring
📺 Shortform video
🧠 #Brainrot (yes, really)
🌌 @jonnykimusa.bsky.social

Big ideas, bigger inspiration.

#DigitalMarketing #PR #Comms

We celebrate the incredible women who inspire us – our Hewes team, amazing clients, supportive families, and women everywhere making a difference. Your strength and brilliance light up our world. Happy International Women's Day! 🌟💪

#IWD2025 #WomenEmpowerment #GirlPower

🤖 AI boosted marketing productivity in 2024—but can it replace human creativity? Not quite.
Check out our Digital Marketing insights for more: bit.ly/3QonkXL
#AI #MarketingInsights #DigitalMarketing

“Just like buffalo on the plain, humans herd,” says Rob Arnott of Research Affiliates. “This is how bubbles take shape.”

As DeepSeek shakes up AI, explore the risks of market overexuberance and concentrated trades.

Via @wsj.com ⬇️
www.wsj.com/finance/stoc...
#AI #Investing #DeepSeek

Consumer staples may not be flashy, but they’re built for resilience.

Sarah Ketterer of Causeway Capital highlights why food, beverages, and household essentials remain a smart play—even as markets chase tech and AI.

More in @bloomberg.com: www.bloomberg.com/features/how...

#Investing #Markets

🦆 Happy National Rubber Ducky Day!

Ocean Park’s suite of ETFs is like a duck in the market—calm on the surface, strategic below.

📉 Duck market dips.
📈 Ride the waves.

Find the perfect DUCK for your portfolio: oceanparketfs.com

#RubberDuckyDay #ETFs #OceanPark

❄️✨Trading #ETFs for ELFs? Aiming for Gimel-sized wins? Celebrating unity & purpose?🎄🕯️

From all of us at Hewes Communications, happy holidays! Wishing you a season of health, happiness, and success.

#MerryChristmas #HappyHanukkah #HappyKwanzaa #HappyFestivus #HappyHolidays

📊 The market feels like "everything, everywhere, all at once," & finding value can be a challenge in record-high environments.

In Quartz's "Smart Investing" series, John Petrides of Tocqueville breaks down where to look: small caps, international markets & healthcare stocks. 🌍💉

#MarketInsights

“We don’t really have any winners with trade barriers, we totally have relative losers.”

Que Nguyen, CIO of equity strategies at Research Affiliates, recently joined @cnbc.com Squawk Box Asia to break down what Trump 2.0 could mean for trade policies abroad.

#TradePolicy #GlobalTrade #Trump

Great people, tasty food & drink, and city views...what a fantastic time celebrating the season with the incredible team at Hewes. Wishing everyone a joyful holiday season and a happy new year. 🥂✨

#HolidayParty #HewesCommunications #Teamwork #Gratitude

This Thanksgiving, we at Hewes want to express our heartfelt gratitude to our families, friends, clients, and partners. Wishing you and your loved ones a warm, joyful holiday. Happy Thanksgiving! 🦃🍁
#Thanksgiving #Gratitude

Excluding China from your portfolio? Not so simple. 🌏

China's risks ripple globally, and cutting it from indexes may increase exposure to authoritarian regimes.

A more thoughtful strategy is needed for emerging markets. More in @barrons.bsky.social.

#Investing #EmergingMarkets #Portfolio

Hewes has entered the chat. ☑️

Let’s talk asset management, financial comms, digital strategy, and everything in between.

Happy to have landed on Bluesky. ☁️🦋