Section
GLP-1
3 posts
Just Say No to Drugs
by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Where it pays to get choosy: A case study in stock selection
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities, & Ibrahim Kanan, Healthcare sector lead, Fundamental…
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
