The “Powell Put” is now firmly in place

Mullaney on Markets

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Are the Magnificent Seven losing momentum?

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

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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.

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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.

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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
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Investment Perspectives

Entry Points

Entry Points | Dividends vs Buybacks

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

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Entry Points | Capitalizing on the Emergence of AI

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

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Entry Points | The Case for Healthcare Stocks Amid Economic Uncertainty

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

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Insights Series

Insights Series | U.S. Banking Sector

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

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Insights Series | The Setup for Value Abroad

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

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

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

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