Market Insights

Weak Inflation Disrupts Rate Normalization

Weak Inflation Disrupts Rate Normalization

The Federal Reserve’s (Fed’s) primary goals are to promote maximum employment and stable inflation. But as the Fed gets set to revisit this mandate...
The Cyclical Nature of Value Investing

The Cyclical Nature of Value Investing

One of my favorite things about working on the value side is that—to a large extent—it doesn’t matter what big events are swaying the...
Lots of News, but Little Volatility

Lots of News, But Little Volatility

Since we started this series of portfolio manager insight videos in 2016, I’ve noticed that there’s always a theme that resonates across disciplines each...

Investment Insights