While uncertainty will continue to hover over the bond market, the “good news” is that fixed income yields have returned to normal levels. Due to underperformance and attractive tax equivalent yields, ...

Style leadership between growth and value has fluctuated over the decades, making it difficult to time shifts and reinforcing the case for diversified, core-like strategies. In a market shaped by ...

In 2024, private AI investment surged past $150 billion with a decisive pivot toward infrastructure, signaling a shift from speculative hype to the deep, capital-intensive groundwork needed to scale ...

As 5G matures and AI reshapes network operations, tower companies like Helios, SBA and American Tower are evolving into high-margin, tech-augmented infrastructure platforms at the heart of global ...

Yet beneath the surface, there's a notable tension between resilient headline indexes and structural uncertainty. On the one hand, forward P/E multiples remain elevated at ~20.6x for the S&P 500, ...

Inflows into ex-U.S. equity strategies have surged by $2.5 billion in just three months, signaling a structural pivot in global asset allocation as regions like Europe and Japan show renewed macro and ...

Alphabet’s rollout of AI Mode and Gemini signals a major strategic shift, but its core search business, still immensely profitable, is both the foundation and the friction in navigating the AI ...

The U.S. dollar’s 5.9% YTD drop in 2025 is sparking investor anxiety, but its reversal of post-election gains suggests the market may be overreacting to short-term volatility. Despite fears of a ...

Policy shifts, especially in defense and infrastructure, are driving a new era of fiscal stimulus in Europe, with Germany leading the way. This marks a fundamental departure from the austerity mindset ...

In Q2 2025, companies like Pepsi and P&G showed that the era of aggressive price hikes covering for volume declines, known as “Price over Volume” (PoV), is waning as elasticity and consumer resistance ...

The recent spike in U.S. 30-Year bond yields reflects investor concerns over long-term debt sustainability and fiscal policy shifts. Rising 30-Year yields in other major economies like Germany and ...

For over a decade, the investing world was dominated by the gravitational pull of U.S. exceptionalism—a regime powered by world-leading tech innovation, expansive fiscal policy, a dollar-centric ...