|10/16/2015||Insight||Constructive conditions for healthcare stocks||Christopher S. Adams||Core Equity||Healthcare, healthcare stocks, healthcare sector, biotech stocks, healthcare investing||Are valuations extended in the healthcare sector? Chris Adams of the Delaware Investments Core Equity team discusses current conditions for small-cap healthcare companies.
|08/27/2015||Insight||Recent market volatility has implications from Shanghai to D.C.||David Hillmeyer, Francis X. Morris, Margaret MacCarthy Bacon, Ty Nutt , Bob Zenouzi, Christopher S. Beck||Fixed Income, Core Equity, Global Value Equity, Large-Cap Value Equity, REIT and Income Solutions, Small Mid-Cap Value Equity||China, Federal Reserve, Shanghai, market volatility, market correction, monetary policy||Portfolio managers across asset classes reflect on what the recent global volatility could mean for the economy, the market, and their portfolios. |
|06/19/2015||Insight||Despite recent gains, opportunities still available in healthcare stocks||Christopher S. Adams||Core Equity||healthcare, healthcare stocks, healthcare investing, Food and Drug Administration, drug approvals, healthcare costs, medical technology, healthcare services, healthcare technology||Healthcare stocks have performed well in recent years. Senior Portfolio Manager Chris Adams maintains that despite the gains, value opportunities exist. He sheds light on some of the technical conditions that support this view.|
|03/05/2015||Insight||Small-cap companies remain fundamentally healthy||Francis X. Morris||Core Equity||small cap stocks, small caps, gdp growth, small cap, small cap companies, small cap mutual funds, rising rates||Sales and profits remain healthy among small-cap companies, lending investors an optimistic outlook for small-cap stocks in the new year. Francis X. Morris believes that conditions for small-cap stocks could actually improve if rates rise in the United States. [Runtime: 1:47]|
|03/28/2014||Video||Mergers and acquisitions: More volume on the horizon?||Francis X. Morris, Michael S. Morris||Core Equity||Despite transaction volumes that have fallen short of expectations, a moderate pick-up is not out of the question. Portfolio managers Francis X. Morris and Michael S. Morris discuss why. [Runtime: 1:58]|
|02/21/2014||Video||Valuation and correlation||Francis X. Morris||Core Equity||Francis X. Morris comments on his team’s ability to persistently find value in small-cap stocks even amid a broader environment of richer valuations across the small-cap universe. [Runtime: 0:57]|
|02/01/2013||Commentary||Potential portfolio impacts of a rising rate or inflationary environment — domestic equity||Ty Nutt , Christopher S. Beck, Francis X. Morris||Large-Cap Value Equity, Small Mid-Cap Value Equity, Core Equity||Delaware Investments® portfolio managers share their thoughts on
potential portfolio impacts of a rising rate or inflationary environment — domestic equity.|