Tailwinds in Tech

Drew Buckley, CFA, Partner
Global Equity

Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so,...

Is This the AI Renaissance?

The Active Share Podcast

Artificial intelligence (AI) has the potential to greatly enhance human capabilities and improve lives. But the implications are far-reaching and not fully understood. In this episode of The Active Share, Hugo sits down with Tyler...

Transitions in Value: Technology

Joshua S. Overholt
U.S. Equity

When the world changes, opportunities to find value may present themselves. Something, whether it’s a geopolitical event or a new technology, creates a question about a company’s future, and that question can impact valuations—so as...

The Case for Semiconductors

Greg Scolaro, CFA
Global Equity

Semiconductor stocks have outperformed all other industry groups for the past decade, 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...

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...

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