Insights
When headlines move prices: Staying disciplined on value
March 31, 2026
A quarter of extraordinary headlines—seen through a disciplined valuation lens. How we separate noise from cash flows, and price “normal” in markets that feel...
Insights
March 31, 2026
A quarter of extraordinary headlines—seen through a disciplined valuation lens. How we separate noise from cash flows, and price “normal” in markets that feel...
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...