Nov 22, 2022
Quality indexes have outperformed value, growth, and the broader market for decades. We believe an active approach to quality—one that focuses on companies with high levels of financial productivity to start—can increase return potential even further.
Sep 20, 2022
Is there any place to hide from market volatility? There may be an alternative: hedged convertible bonds have a unique source of potential return that stems from volatility itself. And we believe they may be more than a short-term solution.
Jul 27, 2022
Often ignored by global investors, Japanese equities now stand out as an opportunity relative to other developed markets and to their own history.
Apr 19, 2022
Rising energy prices are one of the most significant economic consequences of the conflict in Ukraine. Europe, which relies heavily on Russian oil and gas, has taken the greatest hit. But Europe is also one of Russia's best customers and a valuable source of revenues, meaning that the dependency cuts two ways.
Mar 9, 2022
The mapping of the human genome compares in its impact to that of the silicon chip. Healthcare's Apples and Amazons may eventually emerge, but unlike the hot air that inflated earlier bubbles, published research findings can guide fundamental investors.