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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.



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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