Japan’s Past Hints at China’s Future

China faces a demographic shift similar to Japan three decades ago. Portfolio manager Jingyi Li explains how that comparison can help guide investors looking at China today.

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Competitive Advantage and Pricing Power

Portfolio manager Jingyi Li discusses how several Global Equities portfolio companies are using their pricing power to navigate through this period of higher interest rates and higher inflation.

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Navigating Conflict in the Middle East

Portfolio manager Anix Vyas, CFA, discusses how the current conflict in the Middle East is affecting International Small Companies portfolio holding CyberArk.

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Growth Opportunities from Electrification

Portfolio manager Scott Crawshaw highlights several companies in our Emerging Markets portfolio that are poised to benefit from increasing electrical power demand.

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