The Case for Semiconductors

The Case for Semiconductors

Semiconductor stocks have outperformed all other industry groups for the past decade,[1] 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. Here’s...

Understanding China: Economic System

Understanding China: Economic System

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 a major player on the global stage. But is its...

Episode 38: The Cost of Money

Episode 38: The Cost of Money

The idea of lending with interest can be traced back thousands of years. But despite the pivotal role that interest rates play in our economic structures, they continue to be misunderstood. 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.

Regional Bank Update

Regional Bank Update

When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment. Our conclusion: While we are not actively increasing the overall exposure to banks in our U.S. value equity portfolios, we continue to use the...

What’s Shaping India? 5 Emerging Trends

What’s Shaping India? 5 Emerging Trends

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 different sectors. The team concluded that...

4 Reasons to Get Excited About HVAC

4 Reasons to Get Excited About HVAC

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 enough tailwinds to...

What’s Culture Got to Do with It?

What’s Culture Got to Do with It?

As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure? In this episode of The Active Share, Hugo sits down with Dr. Tom Reader, an associate professor of organizational psychology at the London School of Economics, to discuss...

Episode 37: Taking an Economic Pulse

Episode 37: Taking an Economic Pulse

Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.

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