This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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AbbVie Inc. (NYSE:ABBV) is one of those businesses where I expressed slightly different opinions in different articles over the years and while this might...
Most major government bond markets experienced sell-offs for the second straight month in June, with yields on 10-year benchmark bonds from the UK to...
Shopify’s (NYSE:SHOP) stock has moved higher in recent months on the back of stable growth and the abandonment of its capital-intensive logistics initiative. The...
Investment thesis Our current investment thesis is: JHG has struggled with growth, as investors are increasingly unconvinced by the value offered by active management....