Rethinking U.S. Infrastructure Investment

Published on July 2, 2025

Only a subset of subsidies will be rolled back.

Continue reading on website
Other news

Iran Conflict Equity Implications

July 2, 2025
A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.

A Bird in the Hand...

July 2, 2025
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.