Watching a Bubble Unwind? 4 December 2025 Are we in an AI bubble? While history doesn’t repeat, it often rhymes. Explore the signs of past market bubbles — and what they might suggest about today’s market. (6 min read) Read
A Contrast in Starting Conditions 14 January 2025 Curious how shifting conditions from 2016 to 2024 shape the outlook for equity markets? Discover insights from Chris Welch, CFA, on navigating today’s unique challenges. (5 min read) Read
The Rise of Domestic Industrial Capacity: A Promising Opportunity for Investors 17 August 2023 Explore valuable insights from portfolio manager Chris Welch, CFA, on the potential investment opportunities being driven by the resurgence of domestic industrial capacity. Read