Beyond the AI bubble narrative (Special Report)
This latest Special Report, created in partnership with Invesco, explores the dominant AI bubble narrative.…
Stock Selection and Analysis
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When Quality Isn’t Enough: A Multi-Dimensional Lens for Small Cap (Polen Capital)
What works for large caps may not always work for small caps. In this paper, Polen Capital explores why trusted…
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A Tale of Markets in 2025 (S&P Dow Jones Indices)
As 2025 draws to a close, U.S. large caps boast impressive gains. After a rocky start that saw a 19% drawdown, the…
Is It a Bubble? (Oaktree)
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past…
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