With volatility likely to persist, an active approach remains critical
The banking sector is an integral part of the U.S. small-cap investment universe
Pursuing social and environmental impact alongside financial returns
Brisk reopening brings quicker consumption response
Five bond strategies to help investors navigate evolving markets
China reopening supportive, but not enough on its own
“What should be” versus “What is likely to happen”
Refocusing on company fundamentals favors quality stock picking
Looking deeper to sort fact from fiction
The US equity landscape is changing as key characteristics retreat from extremes
Following the pandemic, a collective societal awakening prompted us to reassess our lives both at home and work. The return to normal life left many of us lacking daily motivation and repeatedly posing this one single question.
Refocusing on company fundamentals favors quality stock picking
Discover the latest global market themes
As market dynamics twist and turn, a flexible approach delivers results
How changing markets require investors to think and act differently
Selective currency hedging may boost yields and add stability
Mitigating factors may still prevent it, however
Discovering new ideas that deliver value
Heading into 2022, valuations for most asset classes appear full - particularly equity market multiples, but also extending to credit spread
Home bias could mean key opportunities are missed