Insights

Perspectives

Origins: Crawford Dividend Growth Strategy

Origins: Crawford Dividend Growth Strategy

The old saying, “necessity is the motherhood of invention” is a good way of introducing the story of the origin of the Dividend Growth strategy.

October 26, 2022 5 min read
REITs for the Long Run

REITs for the Long Run

REITs are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology.

October 24, 2022 7 min read
Britain's Minsky Moment

Britain's Minsky Moment

On September 28, the Bank of England (BoE) backstopped the gilt market, the British government debt market equivalent to the United States Treasury market.

October 19, 2022 4 min read
Index Crowding May Be the Next Problem Facing Investors

Index Crowding May Be the Next Problem Facing Investors

While passive investing appears to be serving investors adequately, we see underpinnings of deterioration.

October 12, 2022 4 min read
The Big Four: Sifting Through Economic Data

The Big Four: Sifting Through Economic Data

The Big Four provides a framework for our thinking, enabling us to continue to take a long-term approach to investment decision making.

October 12, 2022 4 min read

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