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Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
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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
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Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
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When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Market Outlooks
Municipal Bonds: How Utilities May Deliver Resilience In Recession
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U.S. municipal utility bonds – backed by issuers who provide water, sewer and electricity – have limited losses during past recessions, providing investors with an opportunity to fortify their portfolios against economic weakness by investing in strategies holding utility bonds.
MarketScape: Investing for a Possible Fed Rate Plateau
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With a potential Federal Reserve pause coming, we are overweight high yield bonds and natural resource stocks. Chief Investment Strategist for North America Chris Shipley analyzes how inflation, the labor market and bank lending may affect investors and the Fed’s decisions.
Market Outlooks
Markets Calmer Last Week, US Debt Ceiling Talks Expected to Continue This Week
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Equities moved little last week as banking concerns waned. President Joe Biden and House leader Kevin McCarthy are expected to continue talks this week on the U.S. debt ceiling.