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Asset Management Insights & Research

Timely insights and actionable perspective from our investment experts – all in one convenient place. View our latest commentaries and research – or subscribe to receive e-mail alerts.

Matt Peron: Get Your Value On!

January 22, 2018

Given the strong returns of growth and momentum companies in 2017, many market observers today decry a lack of value in the markets. But, if investors seek value, why not buy value directly? Matt Peron explains.

Yield Curve Inversion: A Clear but Unlikely Danger

December 5, 2017

The flattening of the yield curve raises concerns that the curve will invert, which historically has led to a market selloff and recession. Here’s our research on what may happen.