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A review of the week’s top global economic and capital markets news.
Polen Capital's 5Perspectives Large Growth Portfolio returned +26.63% (net) in Q2 2026, outperforming the Russell 1000 Growth Index (+16.74%) by nearly 1,000 basis points. Top relative contributors...
Polen Capital's 5Perspectives Growth Opportunities Portfolio returned +25.16% (net) in Q2 2026, outperforming the Russell 3000 Growth Index (+17.05%) by over 800 basis points. Top relative contribu...
In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.
Stay informed with upcoming Webcasts from market strategists and portfolio managers at J.P. Morgan Asset Management. Register to join our sessions and gain insights from our investment specialists.
How long does factor exposure last? Our research shows that signal persistence, not rebalancing alone, determines whether exposure survives.
What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework f...
Water scarcity and purity are critical risks for semiconductor makers in the AI era. As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value c...
Our latest research into India’s investment opportunities and growth prospects shows why Indian equities warrant focused consideration as a core allocation in investor portfolios.
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