Research

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

Remember the 2017 Tax Cuts and Jobs Act? This is the first year most of its provisions affect filings. Four things to know before April—plus, why 2019 could be the year of nothing.

China is slowing, but we expect the government will act as needed to stabilize growth.

A lookback into the causes of 2008 and 2014’s oil price collapse and comparison to the fourth quarter of 2018.

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.

We believe 10 trends will shape the future state of sustainable investing.

When it comes to socially responsible investing, demographics are increasingly becoming destiny.

Even though interest rates have leveled off a bit in recent months, we continue to believe that municipal floating-rate notes are offering relatively attractive yields with some protection against volatile equity and fixed-income markets.