The COVID-19 pandemic has caused sudden and widespread disruption of activity across many...
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Navigating Uncertainty: Elections and COVID-19
October 29, 2020It’s often said that “we live in interesting times,” and that phrase certainly applies today. A...
Accelerating Secular Shifts Are Reshaping Industries
June 1, 2020The COVID-19 pandemic is disrupting the lives of people around the globe and changing consumer...
Identifying Growing Large Caps in Growing Industries
May 12, 2020Some investors believe that it can be difficult for active managers to add value in the...
When many investors think about quality, they focus on traditional metrics, such as...
There has been an unprecedented degree of change in the media industry, made clear by a recent...
When people think of artificial intelligence (AI) and machine learning, images of autonomous...
A frequent topic of conversation in 2018 among U.S. businesses and the financial press has been...
In a previous post, I discussed the evolving IT security landscape. In part two of this series,...
Forward-thinking companies are increasingly using data to improve many aspects of their...
Many large-cap companies are discussing their artificial intelligence initiatives. But we’re...
Born between 1980 and 1997, millennials are the largest demographic cohort in the United...