The “Powell Put” is now firmly in place

Mullaney on Markets

Are the Magnificent Seven losing momentum?

Slowing earnings growth, regulatory rulings, and a shift in leadership suggest change may be
on the horizon

Three reasons to revisit an international equity allocation

With solid fundamentals, rising earnings, and attractive valuations, we think international equities are
worth a closer look—especially in light of today’s heightened concentration risks.

Regional banks look well positioned
for the next easing cycle

Behind the headlines and well-publicized stresses, the underappreciated regional banking segment
has posted solid growth in recent years. At today’s multiples, we think it may be worth a closer look.

The power of stock buybacks for creating shareholder value
We take a closer look at one of the least appreciated means of unlocking long-term value for shareholders: stock repurchase programs

Investment Perspectives

Entry Points

Entry Points | Dividends vs Buybacks

Assistant Portfolio Manager Tim Collard explores the power of share buybacks.

Entry Points | Capitalizing on the Emergence of AI

Portfolio Manager David T. Cohen, CFA, explores investor opportunities around AI.

Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty

Equity Analyst Andrew Hatem, CFA, discusses the potential of healthcare stocks.

Insights Series

Insights Series | U.S. Banking Sector

Equity Analyst Kevin Duggan explores today’s issues facing regional banks.

Insights Series | The Setup for Value Abroad

Portfolio Manager Josh Jones discusses the opportunity for value investors abroad.

Insights Series | Retail, Restaurants, and U.S. Consumer Resilience

Equity Analysts Jacklyn Hall and Jennifer Mace on the consumer staples sector in Q4 2023.