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US loses its AAA rating (again)

US Macro Strategist Michael Medeiros analyzes Fitch's recent downgrade of US credit quality and explores the bigger issues at play.

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Michael Medeiros, CFA

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Quick Take
2024-08-31
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By design and by default: Industry consolidation gathers steam across India

Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.

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Murali Srikantaiah

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Quick Take
2023-11-30
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