Equity

Big data is fueling, informing and empowering businesses globally. As growth-oriented investors, we see opportunities in best-in-class companies that are creating the technologies driving big data services.

Human behavior is predictable—regardless of the state of the economy, people will get married, have children and buy homes.

The prospect of rising real interest rates favors value versus growth stocks, while moderating economic growth and persistent inflation favor inexpensive stability value names over well-priced cyclicals.

A human-plus-machine approach to analyzing and monitoring major events can help clear today’s fog of war—and potentially prepare for future crises.

Changes in the political and economic landscape are loosening the links in the global economy. New conditions will favor different strengths as businesses adapt.

Our experts, William Theriault, CFA, Senior Client Portfolio Manager, Equity, and James Dorment, CFA, Head of Large Cap Fundamental Research, discuss the growth/value cycle.

In the wake of Russia’s invasion, social factors such as energy supply security, consumer protection and responsible sourcing demonstrate the importance of an inclusionary ESG approach.

While it might seem better to focus on current so-called ESG leaders, we believe there is untapped value in the underappreciated ESG improvers.

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

What can you do to protect your portfolio from over-extended equity valuations? Christina Bargeron, CFA and Gareth Shepherd from our Equity team discuss how machine intelligence investing could be the solution.