PublicationsPERSPECTIVES Quality Is Cheap A Momentous Shift Energy—In Transition Navigating Value PORTFOLIO COMMENTARIES Second Quarter 2025 First Quarter 2025 Fourth Quarter 2024 Third Quarter 2024 Second Quarter 2024 First Quarter 2024 Fourth Quarter 2023 Third Quarter 2023 Second Quarter 2023 First Quarter 2023 Fourth Quarter 2022 Third Quarter 2022