Now is not the time to wait on the sidelines

Hawkish stances risk overtightening and causing recession

The sector is in better health than prior to previous slowdowns.

Our investment framework is constantly adapting to the challenges of change

Macro risks have risen, but the outlook for Japan appears bright.

Rates offer alpha opportunities, dollar at risk of depreciation

With volatility likely to persist, an active approach remains critical

The banking sector is an integral part of the U.S. small-cap investment universe