Equity Insights
Insights to help you navigate global stock markets
Browse our latest insights collection
What to know right now about equity investing -- all in one place.
37 Equity Insights
May 2025 · From the Field
Dynamic markets may favor a hybrid of active and passive investing
An active-enhanced index strategy has the potential to add value in a variety of environments.
Apr 2025 · From the Field
Finding fixable and lovable stocks: A study in partnership
How we developed a deeper relationship with an innovative tech firm to benefit clients.
Apr 2025 · From the Field
Adapting to structural market changes
Structural market changes require an understanding of risks and adapting old strategies
Mar 2025 · From the Field
Exploiting durable inefficiencies in the equity options market
How we seek to capture value from mispricing in equity options.
Mar 2025 · From the Field
In a world of flux, fundamentals (and active stock picking) matter
Durable, compound growth companies look best placed to navigate the near-term landscape.
Mar 2025 · From the Field
AI²: How radical innovations are revolutionizing tech and health care
Twin developments are transforming the investment landscape.
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