We believe that the outperformance of growth stocks relative to value in the past decade is an anomaly, such as it was in the 30s and 90s […]
As of the beginning of 2022 a cascade of geopolitical events has impacted both the global economy and financial markets.
We hope that these discussions will allow you to learn more about these topics. […]
We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]
In this virtual conference, we will be covering the latest developments on the health care front, the road to global economic recovery and the secular forces shaping the future of key industries such as airlines, real estate, retail and energy […]
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