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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Investing Through Disruption Across Infrastructure & Improving Companies

Investing Through Disruption Across Infrastructure & Improving Companies

In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.

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