Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

Understanding China: Society and Foreign Policy

Sophie Gao, CFA
Global Equity

Today, ancient ideologies continue to shape the goals and principles of China’s society and foreign policy. But as China grapples with shifting demographics, cultural and generational clashes, and a slowdown in economic growth, will Chinese...

The Case for Semiconductors

Greg Scolaro, CFA
Global Equity

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...

Understanding China: Economic System

Evelyn Kong, CFA
Global Equity

China’s share of global gross domestic product (GDP) shrank to just 5% in 1978, but a series of market reforms supercharged the country’s economic growth. Today, China is the world’s second largest economic power and...

What’s Shaping India? 5 Emerging Trends

Jeremy Murden
Global Equity

In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights on India’s economic potential, growth drivers, and consumer demand across many...

4 Reasons to Get Excited About HVAC

Monika Budyn
Global Equity

Investment analysts are constantly asking themselves: Is growth in my sector getting better, getting worse, or staying the same? And looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are...

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