Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
Europe 2025: don’t waste a crisis
The US/Europe alliance is being reshaped. Could that be good news for Europe - and investors?
Macro Overview: Lots of Excitement in Markets, But Price Always Matters
2023 is certainly not playing out as expected in the markets. CEO and Co-CIO Andrew Clifford sat...
Macro Overview: 2023 – A Great Environment for 'True' Investors
2022 was a dramatic year for markets. CEO and Co-CIO Andrew Clifford sat down with Investment...
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Macro Overview: Forget Picking the Bottom, Focus on Value
In late September, CEO and Co-CIO Andrew Clifford sat down with Investment Specialist Julian...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Macro Overview: A 'Garden Variety' Correction or Much More?
It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..
Video – Turmoil Provides Catalyst for Significant Investment in Europe
It is no surprise that investor sentiment has turned negative on Europe. In the short term, there...
Video - Tapping into Pockets of Neglect in Europe
Does the surge in coronavirus infections in Europe warrant a more defensive strategy? Not...
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