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