For the past decade, global equity portfolios have been dominated by U.S. companies that produced strong earnings growth and shareholder returns. But active investing is not about past winners, but identifying positive returns that are not yet reflected in current prices. Amay Hattangadi and Steve Sun make the case that Asia is where those returns now sit.

Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Institutional allocators are consolidating around fewer, broader partners. Ben Huneke and Rui de Figueiredo discuss how specialization, platform breadth, and true customization are shaping what large institutions expect from an asset manager today.

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon encourages investors to focus on the micro, company results, as equities respond to the new  more restrictive Fed policy, particularly once we move past mid-term elections.  He also shares what is behind the positive change in non-US investing.