Thematic Investing – A Compelling Alternative amid Market Chaos (Robeco)
Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are…
Stock Selection and Analysis
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Investing Lessons from 150 Years of Drawdowns (Natixis IM)
Using the past 150 years for illustration, Aziz Hamzaogullari, CFA, Founder, CIO, and Portfolio Manager, Growth…
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Discovery: The Foundation of Value Creation (Crescat Capital)
Undervalued, growth-rich, early-stage activist mining positions offer what we believe to be a compelling…
Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)
We analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary…
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