ESG: Hearing the signal above the noise
In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.
Category: Equity
Look beyond dividends for income from value investing
To build a value investment strategy, consider dividends in the context of overall income.
War and inflation put bull market in hibernation
Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.
Teaming up on DX: A compelling investment opportunity
As businesses work at a faster pace to modernize their technology systems, compelling investment opportunities are emerging.
Finding growth potential in unexpected places
For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.
Risk managers: Essential partners for delivering performance
A successful risk team is one that can analyze multiple measures of risk and work with investment teams before trades are executed to capture alpha.
Emerging markets leading the way in innovation
Innovation is driving exciting growth across emerging market countries.
China property problem — Bigger than Mt. Evergrande
Recent default warnings from one of China’s leading real estate development companies signaled a bigger property problem in the sector.
Don’t overlook international small caps
When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.