Consider how global mega forces are impacting portfolios
US affordable housing has emerged as a compelling investment opportunity that also has the potential to address social needs.
Every DC fiduciary wants better value for money (VFM) for their members. To that end, we applaud UK regulators’ ambition to create a framework that improves transparency, strengthens accountability...
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Tech selloff hit US and Asian markets as rate fears rose. AI hardware demand remains strong, but concentration risks heighten volatility across sectors.
Stress for airlines may be opportunity for lessors. The war in Iran is putting pressure on airlines. Higher jet fuel prices are cutting into profit margins, and the risk of a prolonged conflict may...
This week we pause to check a scoreboard flashing stretched positioning, analyze how AI infrastructure is quietly creating unlikely winners, highlight an Underdog taking on the big guys, and get fi...
In this episode of RPM, Stephen West and Anthony Giambrone discuss why selectivity defines success in venture today, and why secondaries have become a compelling way to access category-defining com...
As aging populations and labor constraints put pressure on economic growth, humanoid robotics are emerging as a potential solution to the next productivity challenge.
In this special Economics Weekly, we highlight some macro commentary that stood out to us at the conference regarding the general economy, what’s happening with AI, the capex expansion, the state o...
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