Understanding the Quality Edge
Understanding the Quality Edge
Quality indexes have outperformed value, growth, and the broader market for decades. We believe an active approach to qu... Read more
22 Nov 2022
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8mins
There Is an Alternative: Hedged Convertible Bonds
There Is an Alternative: Hedged Convertible Bonds
Is there any place to hide from market volatility? There may be an alternative: hedged convertible bonds have a unique s... Read more
20 Sep 2022
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8mins
Is the Third Time a Charm for Japanese Equities?
Is the Third Time a Charm for Japanese Equities?
Often ignored by global investors, Japanese equities now stand out as an opportunity relative to other developed markets... Read more
27 Jul 2022
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8mins
The Double-Edged Sword
The Double-Edged Sword
Rising energy prices are one of the most significant economic consequences of the conflict in Ukraine. Europe, which rel... Read more
19 Apr 2022
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7mins
The Healthcare Revolution Is Happening Now
The Healthcare Revolution Is Happening Now
The mapping of the human genome compares in its impact to that of the silicon chip. Healthcare's Apples and Amazons may ... Read more
9 Mar 2022
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7mins
Spreading the Wealth: Investing in Xi’s China
Spreading the Wealth: Investing in Xi’s China
China’s increase in regulations over the past year has led to market value losses of more than US$1 trillion and raised ... Read more
23 Nov 2021
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14mins
State of Play
State of Play
The migration of sophisticated games onto mobile devices, which originated in Asia, has triggered explosive digital gami... Read more
27 Sep 2021
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10mins
Setting the Table for 10 Billion: The Need for Sustainable Agriculture
Setting the Table for 10 Billion: The Need for Sustainable Agriculture
Agriculture’s dual nature as an essential resource and a primary source of greenhouse gas emissions poses a unique chall... Read more
23 Aug 2021
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13mins
Are Inflation Concerns Inflated?
Are Inflation Concerns Inflated?
If inflation remains above the Fed’s 2% target through 2022 and then stabilizes at or slightly above 2% thereafter, it w... Read more
28 Jun 2021
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19mins
How SPAC Skepticism Has Given PIPE Investors an Edge
How SPAC Skepticism Has Given PIPE Investors an Edge
SPACs, special purpose acquisition corporations, have become an attractive alternative to traditional IPOs. PIPEs—privat... Read more
25 May 2021
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12mins