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Human Capital
The Active Share Podcast Episode #30: Investing in People
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In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.
Policy and Regulatory Commentary
Antitrust Legislation: A Congressional Priority Likely Punted To Next Year
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Where are lawmakers on this important issue, and how likely is it that they will be able to advance historic legislation to President Joe Biden’s desk by the end of this year, which also is the end of the 117th Congress? Before delving into those questions, let’s start with a more basic one: what is the purpose of antitrust law?
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Market Outlooks
Tectonic Shifts in the Investing Landscape
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Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.