War and inflation put bull market in hibernation
Investors may be underestimating the immense range of potential outcomes for the Russia-Ukraine War.
Category: Equity
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.
Time-as-a-Service, anyone?
The evolution of time-as-a-service illustrates the changing nature of economic moats, competitive advantages that protect a company’s market share.
China technology stocks in a reboot, not a shutdown
China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.