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.
42 Equity Insights
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
The “Magnificent Seven,” equity market concentration, and portfolio strategy
The outook for equity market concentration and how to address it in active portfolios.
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
Will President Trump’s reshoring policies fuel an industrial acceleration?
New policy measures could provide the catalyst to address long-term trends.
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.