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In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors, across sectors and industries.
Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks amid narrow market leadership. They also analyze how AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for smaller domestic firms.
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
In this episode, Lara Castleton discusses the evolving role of Real Estate Investment Trusts (REITs) with Portfolio Managers Greg Kuhl and Danny Greenberger. The conversation covers how REITs, despite recent struggles, present a compelling diversification opportunity amid economic uncertainty and p…
Portfolio Managers John Kerschner and John Lloyd discuss how the economic outlook is shaping their investment approach and why active management is critical to navigating complexity in today’s fixed income markets.
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