Let Brexit Begin

Olga Bitel, Partner
Global Equity

Now that Boris Johnson’s Conservative Party has won a decisive parliamentary majority, negotiations on the actual terms of Brexit put us into uncharted territory. For the first time in the post-WWII period, a country is...

A Year of Surprises?

Simon Fennell, Partner
Global Equity

It seems as if 2016 has had more than its fair share of big surprises, but in retrospect, it is clear that many of these surprises were years in the making. Hindsight is 20/20, but...

Skate to Where the Puck is Going

David Ricci, CFA, Partner
U.S. Equity

In late June, when the United Kingdom voted to leave the European Union, the market reacted strongly. As large-cap growth managers, we didn’t panic, and we didn’t feel compelled to make any trades. I’d like...

Brexit: Slow, Steady Grind Down

Olga Bitel, Partner
Global Equity

Advisors and institutional investors continue to ask me what the implications of Brexit will be. My answer: Don’t think of it as a crisis—a massive collapse followed by a sharp recovery, which is how the...

World Heat Map: Turmoil and Opportunities

Casey Preyss, CFA, Partner
Global Equity

We’ve created a heat map of political uncertainty to highlight some emerging risks and opportunities across the globe. This map illustrates a notable trend: Developed markets are experiencing increasing political turmoil while emerging markets are...

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