Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

Bitcoin’s evolution is driving innovation, portfolio diversification, and the rise of a powerful ecosystem of companies powering the digital economy.

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.

Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.

After a decade of lagging growth stocks, value investing is seeing a resurgence.

Over the last 35-plus years, U.S. convertibles have produced equity-like performance but with lower volatility. And thanks to accelerated new issuance at favorable terms, today’s opportunity set has expanded, adding to the appeal of this unique asset class.

The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.