Monetary Policy

Settling in for the Long Haul

Ken McAtamney, Partner
Global Equity

As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away...

A Ripe Environment for Value Valuations

Greg J. Czarnecki
U.S. Equity

As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a...

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