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Global Equity
So You Want to Compete with Amazon?

To succeed, retailers must bring revolutionary thinking to customer service.

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By
Randall Dishmon
&
Mike Quinn
| November 06, 2017
Domestic Equity
Are Stocks Overvalued?

Few signs of bubbles and the current mix of growth and low rates may keep supporting stocks.

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By
Krishna Memani
| October 31, 2017
Global Equity
Q&A: Three Questions Equity Investors Need to Ask

Portfolio Manager Randall Dishmon explains his time-tested approach to global investing.

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By
Brian Levitt
&
Gregory Brown
International Equity
Welcome Back, Europe

Liquidity, earnings momentum and valuations are helping drive a rebound in European stocks.

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By
George R. Evans
&
Brian Landy
| June 28, 2017
Emerging Markets Equity
Artificial Intelligence: Rethinking the Future

Investments in artificial intelligence may yield results for many sectors.

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By
Justin Leverenz
&
Igor Tishin
| June 27, 2017
Emerging Markets Equity
Investing in South Africa: The Relevance of Analogues

While South African stocks have rallied, economic and political reforms are still needed.

By
Justin Leverenz
&
Nikki Noriega
| April 27, 2017
GrowthSpotting
A Stinky Situation: Automobiles Hit Their Manure Moment

Manure once clogged city streets and sparked a tech revolution. We’re at a similar tipping point.

By
George R. Evans
&
Alice Fricke
| March 29, 2017
International Equity
A Strengthening Dollar May Boost Non-U.S. Companies

Overseas-based companies who compete with U.S. firms may gain a competitive edge from a strong dollar.

By
George R. Evans
&
Alice Fricke
| March 17, 2017
Emerging Markets Equity
The Evolution of the Emerging Markets Equity Team

We've taken steps to build a world-class research team and enhance our investment capabilities.

By
Justin Leverenz
| March 06, 2017
Equities
Value Investing Isn’t Going Out of ‘Style’

Higher expectations for earnings growth support the rotation to value investing.

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By
Talley Léger
| January 26, 2017
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