The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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