Value vs. Growth Overview
BOSTON, MA, August 16, 2023 — After outperforming in 2022, value stocks underperformed growth stocks in the first six months of 2023. This year’s stock market performance has been marked by unusual phenomena – narrow performance and negative value factor returns. Consequently,...
Governance: The Forgotten ESG Factor
BOSTON, MA, June 12, 2023 — Despite climate change urgency and a rise in social movements, there have been several market-moving events over the last year that can be attributed to lapses in corporate governance. In this piece, we outline the evolution of...
Another Debt Ceiling Dilemma
BOSTON, MA, May 8, 2023 — What are the implications of a breach in the U.S. debt ceiling? As noted in our first debt ceiling discussion published in January 2023, it is important to understand that an increase or suspension of the...
The Case for Continued Value Outperformance
BOSTON, MA, January 31, 2023 — After years of underperformance, value stocks outperformed growth stocks in 2022. Many of the conditions that existed during 2022 persist and we believe value may be positioned to outperform growth again in 2023. Recent Value and...
Debt Ceiling: Here We Go Again
BOSTON, MA, January 13, 2023 — On January 13, 2023, U.S. Secretary of the Treasury, Janet Yellen, sent a letter to Congressional leadership to inform them that the outstanding debt of the United States was projected to reach its statutory limit of...
Tools for Decarbonization: Part III
Part III: The Role of Green Hydrogen in the Clean Energy Transition As countries struggle to source reliable energy for their people and their economies, the tension between energy security and climate change mitigation continues to grow. The discussion will heat up...
Request a White Paper
Complete white papers are available only upon request. Please provide the following information, and we will send you the PDF.
Careers
Contact