US credit rating downgrade: investment implications
The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in...
The rotation towards value is a key theme of our 2021 investment outlook.