In a market heavily dominated by the "Magnificent Seven" tech giants, the small and mid-cap sector may hold the key to new opportunities for investors. Tom Maher, Hilton’s Small & Mid Cap Opportunities portfolio manager, highlights the potential of this often-overlooked asset class in a video discus...
The long-standing positive correlation between equity prices and Treasury bond yields has reversed course in recent years. Since 2022, we've observed more frequent intervals of negative correlation, interrupting the positive correlation pattern of the past decade.
In the wake of recent market turbulence, including an abrupt broadening of market leadership, Tom Maher, Hilton’s veteran Small and Mid Cap Opportunities (SMCO) portfolio manager, provides expert analysis on the challenges and opportunities facing investors.
In the wake of an increasingly uncertain economic backdrop, narrowing earnings growth, and heightened market risk, market discussions have pivoted to a renewed focus on active management.
This month, we’re celebrating the 10th anniversary of our Dividend & Yield strategy (DIVYS), a distinctive, large-cap dividend approach helmed by esteemed Portfolio Manager and Co-Chief Investment Officer Alex Oxenham.
The lower-than-expected monthly job growth report released on May 3 further bolsters the growing narrative that the labor market, while robust, is showing signs of loosening.
