Last year was a volatile year in U.S. equity markets. In March, the failure of Silicon Valley Bank, a prominent lender in the tech industry with $210 billion in assets, was the first of a series of regional bank failures that later included Signature Bank, Credit Suisse and First Republic Bank. This led to fears of a broader banking crisis, although it was ultimately contained.
As we begin the new year, we’re reflecting on some of the key themes that impacted the markets in 2023. This includes everything from interest rates and inflation to geopolitical events and generative artificial intelligence (AI). We expect that many of these themes will continue to influence markets in 2024, and we’ll continue to monitor them for risks and opportunities as they may arise.
In this Off the Cuff video, Ashley Misquitta, CFA, Senior Portfolio Manager and Investment Strategist, shares what it will take for the economy to transition from fossil fuel to more renewable energy-based resources, and where the team see potential investment opportunities.
Ashley Misquitta shares his views on the potential impact that shareholders and courts are beginning to have on a few of the world's largest energy producers.
Ashley Misquitta reviews the U.S. general election results and the potential impact on the markets in this Off the Cuff video.
Ashley Misquitta discusses how the investment team continues to manage investments in these uncertain times and where they are finding opportunities in this Off the Cuff video.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call Tonight"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "The Close"* segment to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN's Market Call* segment to share his views on the U.S. market and which stocks he's got his eye on. Watch the interview to find out what Ashley had to say.
