Executive Summary: The first two months of 2025 have been anything but smooth. The S&P 500 has erased all post-election gains, wiping out $3.4 trillion in market value. Market breadth has deteriorated, risk appetite is fading, and uncertainty remains high. With policy shifts, inflation concerns...

Click here to view the video review: Video (18 min)

Click here to view the video review: Video (18 min) and Slides

Click here to view the video review: Video (17 min) and Slides

Click here to view the video review: Video (14 min) and Slides 

The so-called ‘Magnificent 7’ have been the talk of Wall Street all year and for good reason: these 7 stocks have dramatically outperformed the overall market, averaging over 100% return while the remaining 493 companies in the S&P 500 are essentially flat year-to-date with average r...

Executive Summary: Decarbonization 2.0 will usher in an era of rapid consumer facing change. We remain in the early days of a generational investment theme. Market disruption will create winners and losers, best capitalized on by a discerning investor. Click HERE to read more. &...

Executive Summary: The inherent characteristics of ESG data make it uniquely challenging to apply a rigid, mechanistic approach for interpretation and investing. We believe active approaches are advantaged by their ability to leverage a variety of inputs, including management access and ...

Westfield’s Take on the Path Forward and How to Play It Executive Summary: The dramatic change in market inflation expectations over the past year resulted from a remarkable confluence of events. Although some supply disruptions are likely to subside over time, we expect underlying pr...

Executive Summary: Our approach to ESG analysis has evolved alongside the breadth and quality of data available to analyze. We believe the insights gleaned from our fundamental analysis are enhanced by ESG analysis and the combination leads to better investment decision making. Wild...