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News & Insights

Market Update: Stocks, Global Uncertainty and War

Articles, 24 Feb 2022
by John Micklitsch, CFA CAIA, David Sowerby, CFA

Where the Value in Value Investing Is These Days

Articles, 4 Jun 2021
by David Sowerby, CFA

Roundtable Q&A: Inflation from an Equity Investor’s Perspective

Articles, 10 Mar 2021
by Sonia Mintun, CFA, David Sowerby, CFA, Dan Thelen, CFA, Michael Santelli, CFA, Jeffrey van Fossen, JD, CFA

Tailwinds Ahead for Active Management?

Articles, 17 Dec 2020
by David Sowerby, CFA

Managing Portfolios Through the ‘Great COVID Crisis’

Articles, 26 May 2020
by David Sowerby, CFA

The Potential Risks of Low Interest Rates, Debt and Free Beer

Articles, 27 Nov 2019
by David Sowerby, CFA

The Value in Value Investing

Articles, 8 Mar 2019
by David Sowerby, CFA

The Current Bull Market; Less About the Past, More About What Could Lie Ahead

Articles, 28 Aug 2018
by David Sowerby, CFA

Reflections on Recent Stock Market Volatility

Articles, 7 Mar 2018
by David Sowerby, CFA

Small Business Equals Big (Stock Market) Impact

Articles, 21 Nov 2017
by David Sowerby, CFA
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