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Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...
The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...
In a world of structural inflation and shifting global investment, infrastructure is evolving into a critical source of stable, long term, asset backed returns.
Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this imaginary beast is a metaphor for the continued US g...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.
How the SpaceX IPO highlights the role of AI-driven capex in boosting productivity, earnings, and shaping a more resilient global economic expansion.
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
Clarion Partners: The convergence of long-term structural drivers and emerging cyclical tailwinds suggests the industrial sector may be approaching an inflection point, with conditions increasingly...
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