Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its ...

We actually started off the year with still some continuation of the trends in the asset class that we've seen by the end of 2023. We also saw geographies like Taiwan and India, which were good ...

Balanced growth with stable inflation.Earnings boost: Strong banks support recovery.Investing focus: Quality stock picking ...

Investors spent 2025 pulling money, not adding it. Roughly $1 trillion left active equity mutual funds as frustration built ...

In the rapidly evolving stock market, the clarity and insights provided by data analytics have transformed investment strategies. This advancement offers investors a new level of understanding, ...

As we digest earnings and Fed data this week, we thought it would be helpful to spend some time explaining how our equity team uses these inputs to properly position our portfolios. In our view, the ...

In August, U.S. equity markets moved higher with the S&P 500 gaining approximately 2.4%, driven by expectations of Federal Reserve rate cuts. The Morningstar Wide Moat Focus Index’s strong July ...

How $2,670 split across three durable high-yield stocks can generate $300 in annual dividends without risky payouts.

For years, retail companies feared their brick-and-mortar stores risked being starved into oblivion as larger and larger numbers of consumers opted for the ease and convenience of online buying. Now ...

Value stocks are captivating investors' attention and assets this year, but some passive strategies are working better than others. With the VanEck Vectors Morningstar Wide Moat ETF (MOAT), investors ...

The S&P 500 is down 19.2% in 2022 through Dec. 16 and is on track for its worst calendar year performance since the global financial crisis in 2008. Unfortunately, the themes that dragged stock prices ...