May 31, 2022 Capturing Persistent Growth in Volatile Equity Markets by Frank Caruso, John Fogarty, Vinay Thapar Growth stocks are under acute pressure. But companies that can deliver sustainable growth in a sluggish economy will ultimately be prized for their potential. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
May 23, 2022 FAANG Is Dead: A Timeless Lesson for Equity Investors by James T. Tierney, Jr., Michael Walker The recent divergence of the largest US technology and new media stocks reminds us why fundamentals should always trump fads for long-term equity investors. Active & Passive , Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
January 24, 2022 A Healthier Approach to Healthcare Companies by Vinay Thapar Investors who look for strong business characteristics can find exciting opportunities—across the healthcare continuum and around the world. Equities, Invest for Growth Likes 0 SHARE Bookmarks
January 10, 2022 Solid US Value Equities: It’s All About Earnings by James MacGregor How can investors in value stocks gain confidence in a company’s ability to deliver results in 2022? Coronavirus, Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
November 19, 2021 Disrupting Inflation: Innovative Companies Can Light the Way by Lei Qiu Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it. Climate Change, Equities, Inflation, Invest for Growth, Tech & Innovation Likes 0 SHARE Bookmarks
November 11, 2021 Quality Businesses for Normal and Extreme Times by Vinay Thapar Capital efficient companies that are reinvesting profits back into the business have clear advantages in today’s unpredictable markets. Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
November 09, 2021 Evaluating Earnings Quality as Inflation Bites by Dev Chakrabarti, James MacGregor As earnings season winds down, we’re gathering intelligence to identify companies that will have advantages sustaining quality earnings and margins amid rising prices. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
November 02, 2021 Do Your Equities Have Pricing Power? by James T. Tierney, Jr. Companies that have pricing power will be able to maintain strong margins, even in an inflationary environment. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
October 28, 2021 A Flexible Approach to Equity Investing by Kurt Feuerman Equity strategies that can lean toward value or growth can be very effective when style return patterns are volatile. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
October 06, 2021 Self-Help for Companies Unlocks Equity Return Potential by Andrew Birse In business as in life, a healthy sense of self-awareness is often the first step to meaningful change. Companies that are conscious of their flaws and eager to address the root problems offer a source of solid return potential for equity investors who identify the turnaround stories early. Equities, Invest for Growth Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Market Cross Currents Signal Recovery Challenges by Chris Hogbin Global equities gave up most of their third-quarter gains in a volatile September. As the forces driving stock returns rapidly change, how can investors navigate the uncertainties ahead? Active & Passive , Coronavirus, Equities, Inflation, Invest for Growth, Rising Rates Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Know Your Investment Edge in Uncertain Markets by Chris Hogbin Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities. Active & Passive , Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
October 04, 2021 Searching for Companies with Pricing Power as Inflation Looms by James T. Tierney, Jr., Dev Chakrabarti A wave of inflation is rolling through the economy. To be successful, companies must have pricing power in their business quiver. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks