Article January's Rally: More Speculative Euphoria Than Fundamentally Driven? 10 February 2023 Was January’s market rally driven by speculative euphoria or was it fundamentally driven? Portfolio manager Chuck Bath, CFA, shares his insights and the economic reasons why previous market leadership doesn’t guarantee future leadership. Read
Video Despite Short-Term Pressures, Plenty of Longer-Term Opportunities Exist 18 January 2023 CEO Heather Brilliant, CFA, notes the importance of a long-term perspective this earnings season. Amid volatility, she tells investors to “think about the businesses that are tried and true, and that will make it through to the other side and really deliver” — such as consumer goods and retail. Watch
Video Opportunities in International Markets 24 January 2023 With non-US equity valuations trading at attractive discounts to US stocks, investing overseas offers some compelling opportunities in today’s market. Hear from portfolio manager Krishna Mohanraj, CFA, as he discusses businesses that he believes are well positioned to grow over the long run. Watch
Article Q4: A Brief Respite for Bond Markets After a Turbulent Year 18 January 2023 2022 was the most difficult year in the history of fixed income markets, but Q4 brought a brief period of relief for investors. Looking ahead, how is 2023 shaping up for fixed income investors? Read