Extrapolation of fundamental trends into perpetuity has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets, including the U.S. Dollar, U.S.

The Fund seeks to offers investors a gradual approach to high quality equity investing, transitioning from investing 90% of assets in bonds at launch (excl. cash) to 100% equities (excl. cash) at the ...

The following views and perspectives are formed by the work of the Applied Equity Advisors team in managing assets for investors. A certain group of stocks captures the zeitgeist of renewed enthusiasm ...

The fund may be impacted by movements in the exchange rates between the fund's currency and the currencies of the fund's investments. The fund relies on other parties to fulfill certain services, ...

Calvert Research and Management developed its 8 th annual ranking of the Barron’s Most Sustainable U.S. Companies by doing a deep dive into the 1,000 largest U.S. public companies. Calvert leveraged ...

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar. Past performance is no guarantee of future results. The returns referred to in the audio are those of ...

What are the key themes that will shape the global economy in 2025? From shifting trade dynamics to industrial innovations, demographic transitions, and space exploration - every trend holds ...