In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors, across sectors and industries.

Stock prices follow earnings growth, and for years the largest companies outpaced the rest. But as these companies’ earnings growth converges with the rest of the market and valuations potentially peak, Portfolio Manager and Equity Research Analyst Brian Recht examines where tomorrow’s leaders may emerge.

In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy.

In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, including how they might spur innovation over the long run.

In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of the yield curve may be well positioned to provide additional carry over cash and capital appreciation while limiting interest rate exposure amid tariff uncertainty.

In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.

Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.

How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.