Insights
Energy investing without macro calls
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
Insights
January 22, 2026
After a strong 2025, the outlook for international stocks continues to appear bright due to attractive valuations and accelerating global growth. Tony Coniaris, Co-CIO...
Insights
January 21, 2026
Robert Bierig highlights how recent market strength has been driven by a small group of high-momentum stocks, creating unique challenges - and opportunities -...
Insights
December 31, 2025
As 2025 comes to a close, we are again reminded of how unexcitable the U.S. stock market can be, even during what felt like...
Insights
December 4, 2025
The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...