Relative to the volatility that fixed income investors became accustomed to in the last quarter of 2023, 2024 started on a quieter note.
We examine the counterintuitive behavior of U.S. public companies in the recent regime of “easy money” marked by below-average interest rates.
Compounding is a powerful force—but what tells us whether a company might be a high quality compounder? We focus on return on operating capital employed (ROOCE) and gross margins.
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
In his February TAKE, Senior Portfolio Manager Andrew Slimmon shares his thoughts as we commence 2024.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
In the increasingly crowded private equity sector, we believe that the middle market can be a differentiated source of alpha—especially for companies with founder involvement.