Investment Ideas

Active Resilience and Long-Term Investing

Investment Ideas

Active Resilience and Long-Term Investing

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The Global Gaming Industry Takes Center Stage

Resources

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2019 Year-End Distributions

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Sustainable Investing

We know the value of active management in today's market.

Global Advantage Portfolio

CUSIP: 61756E594
SHARE CLASS: I

Global Advantage Portfolio

AS OF 09/22/2020

AS OF 09/22/2020

MORNINGSTAR OVERALL RATING

Share Class - I

725 World Large Stock - 08/31/2020

Past performance is no guarantee of future results. For complete information click here.

CAR-T cell therapy has been a huge breakthrough in curing blood cancers. Counterpoint Global explores how recent advances in the technology could improve its safety and lower its cost while expanding CAR-T cell therapy’s addressable market.

Consilient Observer

The one job of an equity investor is to take advantage of gaps between expectations and fundamentals, which requires an understanding of the magnitude of investment and return on investment in order to properly anticipate free cash flows.

Media Appearance

And the No. 1 Stock-Fund Manager Is...

Dennis Lynch and his funds were recently featured in the Wall Street Journal for winning their latest Winners' Circle contest.

Global Fixed Income Opportunities Fund

CUSIP: 616961405
SHARE CLASS: I

Global Fixed Income Opportunities Fund

AS OF 09/22/2020

AS OF 09/22/2020

MORNINGSTAR OVERALL RATING

Share Class - I

293 Multisector Bond - 08/31/2020

Past performance is no guarantee of future results. For complete information click here.

Sustainable Investing

COVID-19: Six Implications for Sustainable Investing

As fixed income investors, we are watching six implications of the COVID-19 pandemic for sustainable investing.

Global Fixed Income Bulletin

The Song Remains the Same

Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.

Risk Off Today, but a Silver Lining Is on the Horizon

Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Global Franchise Portfolio

CUSIP: 61744J283
SHARE CLASS: I

Global Franchise Portfolio

AS OF 09/22/2020

AS OF 09/22/2020

MORNINGSTAR OVERALL RATING

Share Class - I

725 World Large Stock - 08/31/2020

Past performance is no guarantee of future results. For complete information click here.

Global Equity Observer

The payments industry is emerging as one of the most attractive parts of the Fintech world. The International Equity Team explains.

global equity observer

Unlocking the Future – The Post-COVID World

As lockdown measures ease, the International Equity Team considers how the global pandemic has demonstrated the importance of a digital presence for companies.

Our Formula for Earnings Resilience

In our view, “the formula” for successful investing consists of two critical elements: pricing power and recurring revenues.

Global Concentrated Portfolio

CUSIP: 61766J500
SHARE CLASS: I

Global Concentrated Portfolio

AS OF 09/22/2020

AS OF 09/22/2020

MORNINGSTAR OVERALL RATING

Share Class - I

725 World Large Stock - 08/31/2020

Past performance is no guarantee of future results. For complete information click here.

Market Alert with Andrew Slimmon

Two Deer Frozen in the Headlights, Andrew Slimmon, Head of the Applied Equity Advisors Team, discusses.

Market Alert with Andrew Slimmon

In Spite of Summer, the Market Tends to be Neither Hot nor Humid in August, Andrew Slimmon, Head of the Applied Equity Advisors Team, discusses.

Takeaways & Key Expectations

Equity Market Commentary - July 2020

In his July TAKE, Andrew Slimmon discusses how behavioral finance again takes the front seat. Many investors remain pessimistic in spite of signs that in fact, 2020 could be a good year for equities.

In-depth Market Research

Media Appearance

And the No. 1 Stock-Fund Manager Is...

Dennis Lynch and his Insight Fund were highlighted on CNBC.com. He is quoted that the Insight Fund serves as the “sort of our best ideas” product, and his team’s goal is to “collect what we think are highly unique companies.” Lynch goes on to say his investment team has a few main areas of expertise, such as tech and health care, but that a main focus is on identifying upcoming trends.

Consilient Observer

Public to Private Equity in the U.S.: A Long-Term Look

Over the past quarter century there has been a marked shift in U.S. equities from public markets to private markets controlled by buyout and venture capital firms. This change has had reverberations for asset managers, investors, executives, and policy makers.

Sustainable Investing

All Green Bonds Are Not Created Equal

The Global Fixed Income Sustainable Investing team explores how they look through the labelling to critically assess sustainable bond issuance.