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AI vs. Demographics
Or might shrinking populations not be so bad if robots are taking jobs, anyway?

One of the key variables determining the strategic outlook is the degree to which artificial intelligence (AI) can deliver productivity gains.

Inigo Fraser-Jenkins | 18 September 2025
How a Stewardship Lens May Help Sort Corporate Leaders from Laggards

Water scarcity, supply-chain risk and board-level decisions underscore the importance of a stewardship lens.

Luke Pryor, Kathleen Dumes, Erin Bigley | 18 September 2025
Pedestrian bridge in wooded area
Blended Finance: Bridging the Sustainability Funding Gap

Blended finance has the potential to transform overlooked markets into investable opportunities.

Patrick O'Connell | 17 September 2025
Embracing Consistent Growth in Erratic Equity Markets
Embracing Consistent Growth in Erratic Equity Markets

Companies with dependable growth profiles might be just what equity portfolios need in turbulent times.

James T. Tierney, Michael Walker | 15 September 2025
Raindrops fall into a shallow, blue-tinted pool of water.
Public/Private Market Convergence and the Limits of Liquidity

Private credit’s distinct features can be good for borrowers and investors.

Matthew Bass | 12 September 2025
Houses perched on a hill in a central European town.
Asset-Based Finance: Climbing Europe's Housing Ladder

Europe suffers from a housing shortage. We think private capital can help.

Neil Hepworth, Rob Sinclair | 12 September 2025
A graphic depiction of a line chart, with two lines that diverge toward the right end.
Don’t Let the US Mega-Caps Obscure Profits Across the Market

Profitable growth can be found across the US market, offering diversified return potential.

09 September 2025
A graphic depiction of a horizontal bar chart.
Up and Away? Tracking Equity Markets After Record Highs

Staying on the sidelines when stocks are soaring may be counterproductive.

04 September 2025
A jagged mountain range rises toward a cloudy, menacing sky above a placid, serene lake surrounded by conifer trees.
Keeping Cool in Volatile Markets
The Upside of Defensive Equity Strategies

Equity portfolios that seek to reduce losses in downturns can help investors stay in the market through bouts of volatility.

Kent Hargis | 02 September 2025
Income Investors: Don’t Stretch for Equity Yield

In a higher-yield world, multi-asset income investors should consider a core-like equity allocation.

27 August 2025
 A green and orange landscape of rolling hills appears to move under the wisps of cloud in the sky, against the backdrop of a tall mountain in the distance.
Value Investing in Volatile Times: Strategies for a Shifting Landscape

Finding attractively valued stocks that can overcome evolving conditions requires a new mindset.

Chance Hardy | 26 August 2025
Governance Matters: Don’t Overlook Board Oversight

Director elections can be a powerful tool for investors to weigh in on ineffective boards.

Bob Herr | 25 August 2025
AI: Leveling the Divide Between Discretionary and Systematic Investing
AI: Leveling the Divide Between Discretionary and Systematic Investing

Large language models can broaden the reach and extend the nuance and depth of equity investing.

Andrew Chin | 22 August 2025