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Active/Passive Management
Large-Cap Growth: Our Edge
Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Market Outlooks
The Case for Semiconductors
This piece is approved to use with clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
This piece is approved to use with clients.
Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Market Outlooks
What’s Shaping India? 5 Emerging Trends
This piece is approved to use with clients.
Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
This piece is approved to use with clients.
When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Market Outlooks
Settling in for the Long Haul
This piece is approved to use with clients.
As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.