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Can the Rising Sun Shine Brighter Under Suga’s Leadership?


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The Fundamental Growth and Core Equity team’s research process focuses on five key attributes that are likely to lead to sustainable growth. Viewed through the lens of that research process, the Latin American ecommerce firms Magazine Luiza and Mercado Libre are two stocks to watch.

28 September 2020

US Election


This is Part IV of a mini-series that looks at the US Presidential Elections. Parts I, II and III assessed macroeconomic, broad asset class and equity sector implications. This month, we will publish a comprehensive and in-depth report on equity market performances relative to past elections as well as expected moves this cycle.

04 September 2020

This is Part III of a mini-series that looks at the US Presidential Elections. Parts I and II examined the macroeconomic and broad asset class choices in the context of the elections. In early September, we will publish a comprehensive and in-depth report on equity market performances in relation to past elections as well as expected moves this cycle.

11 August 2020

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