A New Industrial Revolution?

Published on October 19, 2026

Over the last decade, a series of policy decisions in DC support the reindustrialization of the United States. Key policy movers include investments in infrastructure, tax policy that allows significant tax benefits for corporate capital expenditures (capex) and domestic research and development, the CHIPS & Science Act and tariff policies, especially the sector-specific 232 tariffs.

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Q3 2026 Investment & Market Update

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In this commentary, we look at three themes shaping our thinking: a shift in who is leading the market, the return of income as a meaningful source of return, and an economy that, in our view, is growing steadily rather than heading toward either extreme.

US Department of Labor awards $95.5M in grants to support innovative programs for reskilling, reemploying dislocated workers

October 19, 2026
WASHINGTON – The U.S. Department of Labor today announced the award of $95.5 million in funding to support the creation of innovative models of training and employment services that connect workers affected by layoffs to high-growth industries.Administered by the department’s Employment and Training Administration, Rapid Reskill Dislocated Worker Grants support 20 projects across 17 states to quic