Video Preparing for the Unknown: Strategic Opportunities in Uncertain Times 27 September 2024 Portfolio manager Austin Hawley, CFA, discusses his view on macro risks as a long-term bottom-up investor. (4 min video) Watch
Podcast Decoding the Fed's 50 Basis Point Cut: Implications for Fixed Income 26 September 2024 The Fed has made its first rate cut. What does it mean for fixed income markets? Listen to our latest podcast with Douglas Gimple as he breaks down the implications for mortgages, ABS and investment opportunities. (23 min podcast) Listen
Video Brewing Confidence: Evaluating Starbucks' New Leadership and Market Potential 16 September 2024 Portfolio manager Rick Snowdon, CFA, shares his insights on Starbucks' potential in the face of operational challenges and a new CEO. (2 min video) Watch
Article Coal: A Vital Resource in a Changing World 4 September 2024 Discover why coal remains a critical resource in our changing world. Despite the transition to cleaner energy, coal's consistent demand and constrained supply present a compelling investment opportunity. (3 min read) Read