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The Impact of Corporate Tax Reform on the Technology Sector
Industry Perspectives: A Monthly Research Analyst Series
By Nate Palmer, CFA, CPA
Cash and investments on the balance sheet remain a meaningful source of value at several current technology holdings.
Volatility in Airline Industry Stocks
Industry Perspectives: A Monthly Research Analyst Series
By Jason Downey, CFA
The industry’s long history of destroying capital continues to weigh on the minds of investors.
Global Opportunities in the Private Banking Industry
Industry Perspectives: A Monthly Research Analyst Series
By Tyler Ventura, CFA
Understanding competitive dynamics both inside and outside the United States has always been an important component of our research process.
Marketplace Lending
Fixed Income Perspectives: An Educational Series
By Douglas Gimple
  • The asset-backed securities market has expanded since 2008, with new types of securitization including marketplace lending.
  • The marketplace lending industry offers a yield advantage for investors who can exploit inefficiencies in this new and growing market.
  • Looking beyond the standard lineup of asset-backed securities allows us to add value for our clients.
Long-Term Thinking in the Cyclical Housing Industry
Industry Perspectives: A Monthly Research Analyst Series
By Micah Martin, CFA
The first rule in a cyclical business is that you have to be able to survive the trough of the cycle and come out on the other side.
Driving Our Investments into the Future
Industry Perspectives: A Monthly Research Analyst Series
By Brian Bath, CFA
We look for companies that recognize important trends such as electric and autonomous vehicles and take the appropriate steps to position themselves for success over the long term.
The Great Drug Pricing Debate: Could Value-Based Pricing be the Panacea?
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
Value-based pricing looks like a pragmatic long-term solution that ought to be implemented more broadly.
Consolidation in the Chemical Industry
Industry Perspectives: A Monthly Research Analyst Series
By Bobby Murphy, CFA, CPA
We believe the chemical companies we own are well-positioned in the long run to benefit from any number of scenarios as chemical industry consolidation continues.
Branded Apparel and Footwear: Navigating a New Paradigm
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
Amazon and other third-party e-commerce platforms present a higher growth avenue for most brands, but this opportunity does not come without risks.
Focusing on Fundamentals in the Electric Utility Industry
Industry Perspectives: A Monthly Research Analyst Series
By Harsh Acharya, CFA
We feel more compelled to invest in utilities when our total expected return is competitive with that available in other sectors.
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