A focus on growth has shifted to the potential disruption caused by AI advancement. In an age of disruption, companies with a lower P/E may offer a margin of safety to investors that is essentially a hedge against the unknown. | Read more >
The US nuclear industry is undergoing its most significant shift in decades. This rapidly changing environment will likely generate a broad set of opportunities for investors including the contracting of existing nuclear facilities, restarts, traditional development, and small modular reactor development. | Read more >
Ultimately, the high Magnificent 7 weight within value portfolios creates the illusion of diversification while heightening exposure to market concentration risks. We see this as a unique opportunity for investors to revisit overall portfolio diversification and to ensure each product is meeting its stated philosophy, investment universe, and portfolio objective. | Read more >
In 2025, the pharmaceutical industry has become a prime focus of the Trump administration’s healthcare reform agenda. We break down the major threats—where they stand today, and what we’re watching next. | Read more >
An ever-expanding list of factors to juggle has cast a tremendous amount of uncertainty on inflation and interest rate trajectories. | Read more >
While there have been several headlines recently about the impact of lower crude prices on oil production, we believe there are many tailwinds for increasing natural gas production. | Read more >
Both buybacks and dividends can help boost total equity returns. As investors ponder the uncertain environment, a key question is: What is more likely to grow going forward, dividends or buybacks? | Read more >
Investors look to high-yield dividend stocks for both higher income and total returns. Our educational presentation argues for “Five Reasons to Love High-Yield Dividend Stocks”. | Read more >
As dividend investors, we can still find high-yielding equities, but why are stocks with good dividend yields so scarce? And more importantly, should we expect dividend payments to make a comeback? | Read more >
Commentators frequently exaggerate the impact of public policy on investment outcomes. Explaining fluctuations in historical equity returns with political stories is virtually impossible, even for the most ardent partisans. | Read more >
