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Global Equity
Investing in Russia's Resurgence

Thanks to a convergence of variables, this emerging market could be poised to shine.

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By
Justin Leverenz
| February 07, 2018
Domestic Equity
How the Unseen Effects of Protectionism May Harm Investors

Free trade, not protectionism, is what benefits economies, companies, and investors.

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By
Laton Spahr
&
Eric Hewitt
| January 31, 2018
Emerging Markets Equity
Monetizing Innovation in Emerging Markets

We look to emerging markets to capitalize on tomorrow’s transformation.

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By
Heidi Heikenfeld
| January 29, 2018
Emerging Markets Equity
On the Ground in China: Observations from the Middle Kingdom

As China matures, its evolving regime is focusing on sustainable growth over rapid growth.

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By
Justin Leverenz
| January 24, 2018
GrowthSpotting
Invest in Leisure: Because You Can't Take It with You

Why the cruise industry could benefit from a rising tide of aging adults.

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By
George R. Evans
&
Alice Fricke
| November 30, 2017
GrowthSpotting
Bread, Booze and Bling: The Consumer Spending Pyramid

Rising mass affluence plus growing consumer spending add up to long-term growth.

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By
George R. Evans
&
Alice Fricke
| November 15, 2017
Domestic Equity
Are Stocks Overvalued?

Few signs of bubbles and the current mix of growth and low rates may keep supporting stocks.

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By
Krishna Memani
| October 27, 2017
Global Equity
So You Want to Compete with Amazon?

To succeed, retailers must bring revolutionary thinking to customer service.

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By
Randall Dishmon
&
Mike Quinn
| October 12, 2017
GrowthSpotting
Global Investing: How We're Pursuing Sustainable Growth

We focus on companies that are riding sustainable trends – not on timing markets.

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By
George R. Evans
&
Alice Fricke
| September 26, 2017
Global Equity
Q&A: Three Questions Equity Investors Need to Ask

Portfolio Manager Randall Dishmon explains his time-tested approach to global investing.

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By
Brian Levitt
&
Gregory Brown
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