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Economic Insights

Small Cap Catch-Up: Market Reset?

Joe Tigay, Portfolio Manager -
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Economic Insights

How Strong or Weak is the Consumer Halfway Through 2024?

Eric Clark, Portfolio Manager -
Mean reversion is one of the most powerful and predictable phenomena inside markets.
Economic Insights

Convertibles: Equity Participation with Better Sharpe

Frank Timons, Portfolio Manager -
Following several years of strong issuance of convertible securities, many investors are digging in to learn more about the unique characteristics of an instrument...

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