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Advisor Insights

Market Insights

Michael E. Schroer, CFA February 23, 2024

The S&P 500 has risen in 14 of the 15 weeks since October 27, 2023. What’s been the historical pattern of returns after such a significant increase in stock prices over such a short period?

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Advisor Insights

International Investing

Kasia Kiladis January 23, 2024

Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste.  

inflation peaks

Advisor Insights

Market Insights

Michael E. Schroer, CFA December 22, 2023

A year ago Mike Schroer, CFA, wrote “What Happens When Inflation Peaks?” in which he noted that historically, when the inflation rate peaks at levels over 5%, the stock market tends to perform well going forward.

Advisor Insights

Roger R. de Bree, Andrew Ewert, Frank H. Hawrylak, CFA, Jay Hill, CFA, Thomas H. Shrager, John D. Spears, Bob Wyckoff October 27, 2023

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.

Magnificent Seven

Market Insights

Michael E. Schroer, CFA October 20, 2023

Wall Street has a seemingly endless capacity for creating catchy nicknames for stock market leaders, from the “Nifty Fifty” to “FAANG.” So far, in 2023 “The Magnificent Seven” dominates financial headlines.

Ozempic and Wegovy

Advisor Insights

Market Insights

Brian Tolles October 12, 2023

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.  

AI Disruption

Advisor Insights

Market Insights

Ian Ferry, Brian Tolles September 1, 2023

In Jackson Square’s view, understanding how the AI disruption represents a technological inflection point is imperative when considering investing in tech or communications services companies today. 

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