Groupe Bruxelles Lambert's six public holdings reveal potential value and offer a strong capital management policy. Read why GBLBF stock is a top buy for 2025.
Energy and agriculture sectors, particularly companies like The Mosaic Company, tend to outperform during inflationary periods. Read why MOS stock is Strong Buy.
ARM Holdings has made significant advances in AI, automotive, and mobile chip technology but faces financial and valuation challenges. Learn why I rate it a Sell.
Morgan Stanley's strong Q3 performance saw a 17% non-interest revenue increase and a 37% rise in net income. Read more on the banking giant and its preferred shares.
The Lazard International Quality Growth Portfolio rose 9.2% in the quarter (net), outperforming the MSCI All Country World ex-US Index. Click here to read the full commentary.
A look at business development companies in December, highlighting key themes including performance persistence and valuation compression. Read more here.