FEATURED RESEARCH & INSIGHTS Discover the value of independent thinking. A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now Is China's Rally Sustainable? After falling over 50% from peak to trough, Chinese equity markets may have already seen their bottom. Yet, further government support for the property market will likely be needed to give this bull market additional legs given the headwinds that the economy faces. June 26, 2024 Read Now Where Will Real Yields Go? The “real” yield on 10-year U.S. Treasury bonds (yield minus the rate of inflation) has tended to stay at unusually low levels since the 2008 Global Financial Crisis. If real yields revert to longer-term averages, bond yields may trend higher going forward. June 03, 2024 Read Now Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now Ozempic and Wegovy: The Investment Side Effects Jackson Square believes the impacts of GLP-1s like Ozempic and Wegovy will spread beyond the healthcare industry over the next decade, creating investment pitfalls and opportunities. October 12, 2023 Read Now Chinese Consumption: The Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. June 16, 2023 Read Now SEE ALL INSIGHTS FEATURED WEBCASTS Explore insights and updates across diverse viewpoints. SEE ALL WEBCASTS Yacktman Quarterly Update YacktmanJuly 15, 2024 Watch Now Boston Common Quarterly Webcasts Boston CommonJuly 18, 2024 Watch Now FEATURED FUNDS Access differentiated solutions across a range of strategies. SEE ALL PRODUCTS Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS
A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now
Is China's Rally Sustainable? After falling over 50% from peak to trough, Chinese equity markets may have already seen their bottom. Yet, further government support for the property market will likely be needed to give this bull market additional legs given the headwinds that the economy faces. June 26, 2024 Read Now
Where Will Real Yields Go? The “real” yield on 10-year U.S. Treasury bonds (yield minus the rate of inflation) has tended to stay at unusually low levels since the 2008 Global Financial Crisis. If real yields revert to longer-term averages, bond yields may trend higher going forward. June 03, 2024 Read Now
Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now
Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now
A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now
Ozempic and Wegovy: The Investment Side Effects Jackson Square believes the impacts of GLP-1s like Ozempic and Wegovy will spread beyond the healthcare industry over the next decade, creating investment pitfalls and opportunities. October 12, 2023 Read Now
Chinese Consumption: The Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. June 16, 2023 Read Now