FEATURED RESEARCH & INSIGHTS Discover the value of independent thinking. It’s Been a Big Market Rally - What’s Next? The S&P 500 has risen in 14 of the 15 weeks since October 27, 2023. What’s been the historical pattern of returns after such a significant increase in stock prices over such a short period? February 23, 2024 Read Now Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now Ozempic and Wegovy: The Investment Side Effects Jackson Square believes the impacts of GLP-1s like Ozempic and Wegovy will spread beyond the healthcare industry over the next decade, creating investment pitfalls and opportunities. October 12, 2023 Read Now Chinese Consumption: The Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. June 16, 2023 Read Now U.S. Slows While China Rebounds While U.S. economic data remains mixed because of weak retail sales and an easing labor market, China’s first-quarter GDP beat expectations. May 12, 2023 Read Now SEE ALL INSIGHTS FEATURED WEBCASTS Explore insights and updates across diverse viewpoints. SEE ALL WEBCASTS Yacktman Quarterly Update YacktmanJanuary 15, 2023 Watch Now Harding Loevner Quarterly Market Outlook Harding LoevnerJanuary 28, 2024 Watch Now Boston Common Quarterly Webcasts Boston CommonJanuary 22, 2024 Watch Now FEATURED FUNDS Access differentiated solutions across a range of strategies. SEE ALL PRODUCTS Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS
It’s Been a Big Market Rally - What’s Next? The S&P 500 has risen in 14 of the 15 weeks since October 27, 2023. What’s been the historical pattern of returns after such a significant increase in stock prices over such a short period? February 23, 2024 Read Now
Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now
Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now
A Fresh Perspective on Energy Yacktman Asset Management’s Adam Sues discusses the firm’s pivot in the energy sector. Read his take on risks and opportunities in the energy industry today. August 08, 2023 Read Now
Ozempic and Wegovy: The Investment Side Effects Jackson Square believes the impacts of GLP-1s like Ozempic and Wegovy will spread beyond the healthcare industry over the next decade, creating investment pitfalls and opportunities. October 12, 2023 Read Now
Chinese Consumption: The Missing Link At 54.5% in 2021, China’s consumption rate as a percentage of GDP is relatively low compared to other developed countries. Contributing factors include high savings rates, income inequality, and government policy. June 16, 2023 Read Now
U.S. Slows While China Rebounds While U.S. economic data remains mixed because of weak retail sales and an easing labor market, China’s first-quarter GDP beat expectations. May 12, 2023 Read Now