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Active/Passive Management
Large-Cap Growth: Our Edge
Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
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Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Macroeconomic & Geopolitical
China: 5 Questions
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China’s future growth is uncertain amid risks stemming from domestic issues (structural, economic, and societal), increased tensions with the United States, and deglobalization. And that has investors wondering about the outlook for Chinese equities. Here are the top five questions investors ask us—and how we respond.