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2Q24 Review & Outlook

Click here to view the video review: Video (17 min) and Slides

1Q24 Review & Outlook

Click here to view the video review: Video (14 min) and Slides 

Westfield Year-in-Review & 2024 Outlook

Click here to view the video review: Video (10 min)

The Magnificent 7 Have Peaked

The so-called ‘Magnificent 7’ have been the talk of Wall Street all year and for good reason: these 7 stocks have dramatically outperformed the overall market, averaging over 100% return while the remaining 493 companies in the S&P 500 are essentially flat year-to-date with average r...

Decarbonization 2.0 - Investment Implications on the Path to Net Zero

Executive Summary: Decarbonization 2.0 will usher in an era of rapid consumer facing change. We remain in the early days of a generational investment theme. Market disruption will create winners and losers, best capitalized on by a discerning investor. Click HERE to read more. &...

Active’s ESG Advantage

Executive Summary: The inherent characteristics of ESG data make it uniquely challenging to apply a rigid, mechanistic approach for interpretation and investing. We believe active approaches are advantaged by their ability to leverage a variety of inputs, including management access and ...

Inflation: Transitory or Enduring?

Westfield’s Take on the Path Forward and How to Play It Executive Summary: The dramatic change in market inflation expectations over the past year resulted from a remarkable confluence of events. Although some supply disruptions are likely to subside over time, we expect underlying pr...

Westfield's Approach to ESG Analysis: A Research-Based Proprietary Framework

Executive Summary: Our approach to ESG analysis has evolved alongside the breadth and quality of data available to analyze. We believe the insights gleaned from our fundamental analysis are enhanced by ESG analysis and the combination leads to better investment decision making. Wild...

The Time for ACTIVE and Especially for GARP! A letter from the CEO

By Will Muggia President, CEO & CIO Executive Summary: A major shift is taking place in stock market leadership The period of zero interest rates, slow economic growth, and disinflation is ending The environment going forward is ideal for GARP investing and active management ...

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It is not known whether these clients approve or disapprove of the adviser or the advisory services provided