United States, Institutional
Change
Insights By Nataliya Kofman
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What could change the trajectory of value stocks?
Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.
7
min
Article
2025-05-31
Quality value: getting (more than) what you pay for?
Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?
Article
2025-03-08
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