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1128894742
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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?

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Article
2025-03-08
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Equity Market Outlook

In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.

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Article
2024-12-31
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Building resilience: Key questions equity investors need to ask today

Yolanda Courtines explores how equity investors can re-assess the resilience of their core portfolio against higher interest rates and more adverse macro conditions. 

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Article
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Have we reached the end of a tech era? 

Thematic Strategist Trevor Noren explores how active management and a global lens could provide tech investors with essential edges moving forward.

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Article
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1132047248
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The pivotal role of stewardship in creating lasting value
Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.
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Article
2023-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
What does an equity market bottom look like?
Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.
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Quick Take
2022-11-30
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Stock-based compensation and the tech sector
We explore how stock-based compensation may be creating underappreciated risks for investors, companies, and boards as we potentially enter a more challenging environment for tech stocks.
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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.