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Evaluating growth stocks in the face of concentrated market leadership.
Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.
Considering the long-term view on the most expensive mid-cap stocks.
Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.
The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.
As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.
Companies across all industries are working to transition to a digital economy – some with more success than others.
