8 Reasons for Optimism in U.S. Stocks

Rob Lanphier, Partner
U.S. Equity

Around the world, economies are slowing, with some developed markets likely already in recession, thanks in no small part to tightening monetary policies. Nowhere is this more apparent than in the United States, where the...

The Next Political Order

The Active Share Podcast

According to Gary Gerstle, University of Cambridge professor and author of The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era, we’re moving to a new political order....

Growth Is Not Enough

Olga Bitel, Partner and Hugo Scott-Gall, Partner
A Step Ahead

Investability is the link between economic growth and corporate profits generation. How investors can access these profit streams completes the triage of relevant factors. Hugo and Olga explore rather interesting contradictions here and find the...

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