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Quality

Showing 5 of 5 Insights Posts
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Equity Macro and market Rapid fire questions Wealth Program Active management Growth Quality Video
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Tim Manning

In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.

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By

Tim Manning

event September 2025
3 min
Video
2026-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Chart in Focus Growth Quality Wealth Program Equity Infographic
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Is growth investing still dominating?

Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.

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By

Alex King, CFA

Joshua Riefler

event July 2025
2 min
Infographic
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Growth Quality Rapid fire questions Wealth Program Equity Macro and market Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Philip Brooks (Part 2)

In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.

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By

Philip A Brooks, CFA

event July 2025
4 min
Video
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Growth Quality Rapid fire questions Wealth Program Equity Macro and market Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

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By

Philip A Brooks, CFA

event July 2025
4 min
Video
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
inflation hedge gold coins
Chart in Focus Quality Inflation Wealth Program Infographic
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation？ In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

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Multiple authors

event February 2025
3 min
Infographic
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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