Dec 7, 2023
In this episode, Dave Ragan, co-manager for the EAFE large-cap strategy, speaks on the current state and future prospects of EAFE markets. He delves into Japan's market challenges and opportunities, examines the impact of global interest rates and economic conditions, and explores the decision-making processes in market...
Nov 23, 2023
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe. He also explores why we’ve reduced our weight and exposure in...
Nov 9, 2023
Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research...
Oct 17, 2023
A recap of the quarter and our thoughts on the hard vs. soft landing debate.
Highlights:
- Main drivers of the market pullback
- Inflation’s persistent “stickiness” and potential implications of “higher for longer” interest rates
- How are consumers faring?
- Asset mix update
- Looking ahead—what’s on our...
Oct 12, 2023
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
Highlights:
- Valuation considerations in a higher rate environment
- How (and why) we’ve started systematically tracking and analyzing our investment decisions
- Portfolio adjustments—adding AltaGas, exiting Enbridge...