IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide....
Follow Play Earnings CallPlay Earnings Call Stanley Black & Decker, Inc. (SWK) JPMorgan Industrials Conference 2026 March 17, 2026 12:20 PM EDT Company Participants...
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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....