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With decades of experience investing in global equity markets, our portfolio managers develop quarterly Market Outlook and Investment Insights features to provide insight into our thoughts and views and to help our clients navigate the global equity markets.  Read our Insights below, or subscribe to have new Insights delivered to your email.


Market Outlook

Tug of War
Market Outlook: 2Q 2022






The reason for the dramatic correction in global stock markets has not been because analysts have lowered their earnings expectations for companies, as one would expect. Rather it has been a markdown in multiples which has caused this correction. Top-down strategists are calling for a significant decline in earnings, but bottom-up analysts are not yet seeing that as they focus on company fundamentals. So, who is right?...

Children Playing Tug of War
Stock Picking is Back!
Market Outlook: 1Q 2022
The Return of Volatility
Market Outlook: 4Q 2021
A Stock Picker's Market
Market Outlook: 3Q 2021
As Good as It Can Get?
Market Outlook: 2Q 2021

Investment Insights

Can Emerging Mkts Make a Comeback?
Investment Insights: January 2022
Taking Pulse of the Buffett Indicator
Investment Insights: October 2021
Is Inflation Transitory?
Investment Insights: July 2021
A Year of Two Halves
Investment Insights: April 2021

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