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.

Investing in the biology revolution

Investing in the biology revolution

We believe synbio will become a major wave of innovation and one of the most exciting areas of the market in the coming years.

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China’s “common prosperity” creates new opportunities for tech stocks

China’s “common prosperity” creates new opportunities for tech stocks

Technology stocks in China may offer compelling buying opportunities, but investors must understand the Chinese government’s long-term initiatives.

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Durability of value rally may be underestimated

Durability of value rally may be underestimated

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

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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.

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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.

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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.

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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.

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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.

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