Equity Insights

Financial markets offer a steady stream of new opportunities for active managers. In our Equity Insights, Shep Perkins, Chief Investment Officer, Equities, helps you stay informed by highlighting new research of our investment professionals.

Value investing for all seasons

Value investing for all seasons

We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling

Read now

When to pay attention to insider buying

When to pay attention to insider buying

Studying the actions of smart insiders can be a valuable investment tool, and certain types of buying can signal an excellent entry point for a stock or group of stocks.

Read now

Rising earnings should ease bubble fears

Rising earnings should ease bubble fears

Robust earnings growth, skeptical investor sentiment, and stimulating bond yields all support our bullish outlook for equity markets.

Read now

The small-cap index changes, but our process stays the same

The small-cap index changes, but our process stays the same

The makeup of the small-cap growth universe can change dramatically over time, but we focus on what drives stock prices over longer time periods.

Read now

How BDCs can help in changing equity markets

How BDCs can help in changing equity markets

Many features, including the potential for high yields, make BDCs a good counterweight to equity market volatility.

Read now

We are agriculture bulls

We are agriculture bulls

We believe we are in the early innings of a multiyear upcycle for the global agricultural economy.

Read now

Don’t be afraid of the inflation bogeyman

Don’t be afraid of the inflation bogeyman

We look at the impact of rising inflation on equity performance, industries that could thrive, and strategies for positioning portfolios.

Read now