Podcast It Ain't Over Until It's Over: A Look at the Fixed Income Markets in 2024 28 March 2024 Senior Portfolio Specialist Douglas Gimple shares his insights on the fixed income markets. Tune in to hear about the latest from the Fed, market expectations, CMBS and more. (26 min podcast) Listen
Podcast The JRo Show: Interview With Win Murray 1 April 2024 Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast) Listen
Article Where the Rubber Meets the Road 28 March 2024 Learn more about the world of electric vehicles (EVs) and discover their surprising implications on the tire and towing industry. Discover companies that are poised to benefit from the rising adoption of EVs. (5 min read) Read
Video Beyond the Magnificent Seven: Where We See Value Today 28 March 2024 Portfolio managers Austin Hawley and Rick Snowdon share insights on finding value in today's market. From the Magnificent Seven's divergence to opportunities in regional banks, real estate, and more — get their unique perspective on where they're uncovering attractive valuations. (26 min video) Watch