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What’s Shaping India? 5 Emerging Trends

Jeremy Murden
Global Equity

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...

4 Reasons to Get Excited About HVAC

Monika Budyn
Global Equity

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...

3 Points About China

Vivian Lin Thurston, CFA, Partner
Global Equity

Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up,...

Revenge of the Old Economy

The Active Share Podcast
Podcast

Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to...

Outlook 2023: Better Than Feared

Olga Bitel, Partner
Global Equity

As we look out to 2023, the U.S. Federal Reserve (Fed) has reached its “neutral” monetary policy stance, and the European Central Bank (ECB) is not far behind. Europe has moved fast to secure fossil...

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