
Revisiting Quality U.S. Small and Mid Caps
Through October, the year-to-date performance of U.S. small-mid-cap (SMID) equities, in comparison to large-cap equities, has been abysmal. The Russell 2500 Growth Index[i], for example, is down 1.7% while the Russell 1000 Growth Index[ii] is up 23.2%, a 25-point...

Episode 42: Cosmic Capitalism
The cosmos, the final frontier, the galaxy beyond: Our collective fascination with outer space has always been intense. But with companies and public figures now dedicating huge sums of money to space exploration, it seems a new kind of space race has been born. In this episode of The Active Share, Hugo sits down with Chris Impey, an astronomer, educator, and author, to discuss the potential economic, environmental, and geopolitical ramifications of space exploration.
Vivian Lin Thurston and Romina Graiver Featured in Benefits Canada Emerging Markets Roundtable
Emerging markets are a dynamic and evolving asset class. Vivian Lin Thurston, CFA, partner, and Romina Graiver, partner, portfolio specialist, served as panelists at the Benefits Canada EM Roundtable to discuss emerging markets’ opportunities and risks.

4 Reasons to Consider Emerging Markets Debt Now
Over the past few years, emerging markets debt has underperformed as interest rates have increased to fight inflation. Marcelo Assalin, CFA, partner and head of our emerging markets debt team, explains why it’s an interesting moment to consider this asset class. Watch...

Unlocking Potential With Blair Connect
When we first began partnering with the Daniel Murphy Scholarship Fund to help students in Chicago discover unique career opportunities in asset management, we weren’t sure what impact we would have. But over the past three years, the Blair Connect internship program...

Overweight/Underweight in Emerging Markets Debt
Despite the recent headwinds from rising U.S. Treasury yields, we have not changed our constructive medium-term outlook for emerging markets (EM) debt. Duration performed poorly as policy rates around the world sharply adjusted over the past couple of years. At the...

The Broadening of Market Leadership
Market leadership began to broaden throughout the third quarter relative to the narrowly led performance we experienced in the first half of the year. As discussed in previous quarters, we believe that we are now in a different inflation and interest-rate...

Around the World With Our Analysts
As part of our commitment to staying informed, research trips are an integral component of our active, fundamental investment process. Our investment teams are dedicated to traveling around the globe to conduct comprehensive research and gain a deeper understanding of...

Is This the AI Renaissance?
Artificial intelligence (AI) has the potential to greatly enhance human capabilities and improve lives. But the implications are far-reaching and not fully understood. In this episode of The Active Share, Hugo sits down with Tyler Cowen, best-selling author, podcast...

China 2024: 10 Considerations for Debt Investors
On a recent trip to Shanghai and Beijing, I met with investors, companies, and politicians, giving me unique insight into the outlook for Chinese debt. Here are 10 insights that emerging markets debt investors may want to consider. 1. Growth May Rebound in Q4 but Slow...