Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

Commentaries - Advisor PerspectivesJul 20, 2026

The Evolving Nature of Equity Quality in the Age of AI

Investors must determine what the AI capital-spending surge means for long-term business durability.

By Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

Thematic Equity Investing in a World of Disruption and Realignment

Transformative new technologies and geopolitical tensions have become powerful disruptive

By Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

Three Reasons to Stick with Growth Stocks in Rotating Markets

US growth stocks underperformed in early 2026 amid AI disruption fears and an unresolved conf

By Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

Software’s Big Sell-Off: Structural Risk or Narrative Noise?

Software stocks have suffered a rude awakening amid fears that artificial intelligenc

By Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

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Lei Qiu, John Fogarty, Kent Hargis, Thorsten Winkelmann

Recent articles

The Evolving Nature of Equity Quality in the Age of AI

Thematic Equity Investing in a World of Disruption and Realignment

Three Reasons to Stick with Growth Stocks in Rotating Markets

Software’s Big Sell-Off: Structural Risk or Narrative Noise?