Insights

Despite their attractive risk and return characteristics, U.S. mid cap stocks are frequently overlooked by equity investors. In this white paper, we investigate how and why that may be hurting portfolios’ potential returns.

The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios. Stocks have undeniably been the best performing traditional asset class over the past decades in terms of absolute returns. However, the ride has not necessarily been a smooth one.

This wasn’t the case two hundred years ago, when candlefueled light cost over 325 times more than today’s light does. Light is so essential to our lives that its source has undergone radical innovations – and reinventions – that have improved it radically over the last century and a half. 

Environmental, Social and Governance (ESG) issues are taking a larger place in investor mindsets of late. As the Green Revolution takes hold, corporations’ roles in protecting our planet has driven their environmental practices to the forefront.