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Article: Excess capital yield: A better framework for value investing
Investment Insights

After a decade of lagging growth stocks, value investing is seeing a resurgence.

May 9, 2025

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U.S. macro momentum’s surprise

April 23, 2025
Thanks broadly to pressure from elevated policy uncertainty, recent weeks have brought us a sharp rout in global markets—erasing trillions in value...

Fixed Income Perspectives: A Buy-the-Dip Opportunity?

April 23, 2025
U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?

Tariff Shockwaves: 3 Market Takeaways

April 15, 2025
Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.
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