2023-12-15 05:00:00 ET Summary The article discusses the performance of different equity factors in various inflation regimes over the past 20 years. Value underperformed during disinflationary shocks, while Quality, Momentum, and Low Volatility outperformed. Size and Value pe...
2023-08-01 06:30:00 ET Summary Climate risk challenges span all industries, leaving businesses striving to find effective solutions. Active stock selection is key when identifying companies that are best positioned to navigate the ongoing climate crisis without sacrificing returns...
2023-06-08 06:28:51 ET Smoke from hundreds of wildfires blazing across the now Great Orange North is blanketing the eastern United States with smoky air, as high winds take the plumes over the border. At the current pace, government officials have said that Canada is on track to experience ...
2023-05-12 00:30:00 ET Summary Concerns and action to stem global warming are decades in the making, although efforts have increased in recent years. Combatting climate change goes deeper than macroeconomic policies. Innovation is more important than ever to improve the enviro...
EnerSys fourth quarter net sales surpass a record-breaking $900 million. Demand remains very strong, as demonstrated by record backlog numbers. EnerSys Management is in this for the long haul, having shored up its working capital and continuing to reward shareholders through the d...
Unilever is one of the world’s biggest conglomerates in the consumer goods industry. The company owns a portfolio of more than 400 brands and develops, manufactures and markets products in three main categories, including Food, Home Care and Personal Care. Investors might a...
This is the time for non-discretionary, less cyclical consumer goods. Amidst the global economic hurricane, Unilever is well-positioned as a safe haven for investors. Unilever navigated the first turbulent weeks of the Ukraine war safely and has provided assuring guidance for the ...
Casella has been a long-term value creator in the garbage collection and recycling market in the North Eastern parts of the U.S. I like the business and its track record, but valuations have gone a bit too far here. Despite Casella's continued bolt-on dealmaking and rosy future pr...