Anthony Brooks, Portfolio Manager, discusses the market's resilience in 2025, with stock prices supported by optimism around potential rate cuts and steady earnings, despite uncertainties around circular AI deals, geopolitical tensions, and pol...

Liridon GIla, CFA, Portfolio Manager, discusses November's market broadening as defensive and value-oriented sectors outperformed the market's YTD leaders. Investor sentiment was tested by the government shutdown and mixed economic signals, how...

Marc Davis, CFA, Co-Portfolio Manager, discusses how investors' fascination with Artificial Intelligence (AI) combined with continued hopes for further Federal Reserve easing has pushed equity markets to new all-time highs. However, valuations ...

Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street i...

Marc Davis, CFA, Co-Portfolio Manager, discusses the continued ascent of equity markets and stocks' resiliency despite signs of a weaking job market. This slowdown has shifted the interest rate outlook toward multiple potential cuts. However, a...