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With solid growth and attractive multiples, we think the beleaguered regional banking segment may be worth a closer look.
With solid growth and attractive multiples, we think the beleaguered regional banking segment may be worth a closer look.
- January 6, 2025
The recent plateau in domestic power consumption looks like the exception, not the rule. We take a closer look at the investment implications of a resurgent demand for electricity.
The recent plateau in domestic power consumption looks like the exception, not the rule. We take a closer look at the investment implications of a resurgent demand for electricity.
- January 6, 2025
Jonathan Corning Published Commentary in Funds Europe.
Jonathan Corning Published Commentary in Funds Europe.
- July 3, 2024
With solid growth and attractive multiples, we think the beleaguered regional banking segment may be worth a closer look.
With solid growth and attractive multiples, we think the beleaguered regional banking segment may be worth a closer look.
- June 24, 2024
We examine what’s behind the concentration risk in today’s equity market and how investors can position their portfolios in response.
We examine what’s behind the concentration risk in today’s equity market and how investors can position their portfolios in response.
- June 24, 2024
We take a closer look at one underappreciated means of unlocking long-term value for shareholders: stock repurchase programs.
We take a closer look at one underappreciated means of unlocking long-term value for shareholders: stock repurchase programs.
- June 24, 2024
We explain why Morningstar “style drift” often just reflects the temporary effects of an active approach.
We explain why Morningstar “style drift” often just reflects the temporary effects of an active approach.
- June 24, 2024
Equity Analyst Kevin Duggan explores today’s issues facing regional banks.
Equity Analyst Kevin Duggan explores today’s issues facing regional banks.
- April 30, 2024
Portfolio Manager Josh Jones discusses the opportunity for value investors abroad.
Portfolio Manager Josh Jones discusses the opportunity for value investors abroad.
- December 21, 2023
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.
- October 17, 2023