Lucy Ray

Living in a Concentrated World

Fourth Quarter 2024 Commentary Printable Version Global equity markets have...

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Living in a Concentrated World

Fourth Quarter 2024 Commentary Printable Version Global equity markets have...

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US Dominance and Global Market Trends: A 2024 Mid-Year Analysis

Second Quarter 2024 Commentary Printable Version Year to date, US...

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Japanese Corporate Governance Reform (1Q24)

March 2024 - For Professional Investors Only Printable Version In...

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The Case for China: Investing Beyond the Headlines

First Quarter 2024 Commentary Printable Version    Listen to Podcast We...

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2023 Stewardship Report

For Professional Investors Only Printable Version Summary of our approach...

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‘A lot of babies have been thrown out with the bathwater’ in China market sell-off (CNBC Asia Squawk Box)

President and Portfolio Manager Allison Fisch was recently interviewed on...

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Fourth Quarter 2023 Global Research Review

January 2024 - For Professional Investors Only Printable Version Growth...

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