Latest Articles & Insights

Featured articles

  • September Investment Perspectives

    Near-term uncertainty, quantitative tightening measures, and preparing for September stock activity.

  • The Future of Defense Spending

    With the war in Ukraine ongoing and geopolitical tensions with China showing no signs of receding, there is a renewed focus on defense spending not seen since the Cold War. Consequently, we expect investor interest in the defense industry to remain high in the coming years. This piece reviews critical aspects of the defense industry and highlights where future modernization dollars could be spent.

  • August Investment Perspectives

    Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?

  • July Investment Perspectives

    Recession possibilities, the credit cycle and its phases, and expectations for equities.

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