STERLING Craig

US Value
Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, qu...
433

The rotation towards value is a key theme of our 2021 investment outlook.

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Insights Paper 13.10.2020 Building ESG momentum in US equities
22

US ESG (Environmental, Social and Governance) investors are increasingly likely to benefit as the country’s companies close the gap with best-in-class global co...

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Insights Paper 27.07.2020 The Case for US Equities in Global Portfolios
55

The post-pandemic market reality accentuates the attractiveness of the US stock market.

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Investment Talks 23.06.2020 Biden's election momentum and financial markets
29

Joe Biden has a historically large lead over President Donald Trump in the polls, including in the critical electoral college vote, but that could narrow closer...

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Discussion Paper 29.10.2019 Buybacks - A multi-perspective review and thoughts on best practices f...
25

Buybacks - A multi-perspective review and thoughts on best practices for company buyback policies

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