Global Equity Insights Videos

How Fears of the US Fed Tightening Are Causing Equity Volatility

Chief Investment Officer Scott Glasser provides perspective on the January market selloff, explaining how reduced liquidity, inflation and supply chain issues are causing an adjustment period for equities. He also highlights the many positives supporting the economy that have the potential to offset cost pressures and monetary tightening by the Fed.

 

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Global Value Improvers Strategy Commentary Q3 2026

Global Value Improvers Strategy Commentary Q3 2026

Rebalancing After Momentum’s Reversal
The Strategy trimmed industrials and added selectively to technology after July’s momentum selloff, as financials and materials helped but weakness in industrials, health care and communication services hurt.

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