Article CHIPS Act, Shortages and More: An In-Depth Look at Trends Reshaping Semiconductors 29 November 2023 An in-depth look at the trends shaping semiconductors today. Our analysts discuss chip design innovations, the geopolitical push to diversify manufacturing beyond Asia and how industrial/automotive demand is surging. (13 min read) Read
Article Big World Problems, Small Company Solutions: Thinking about Geopolitical Disruptions from a Business Owner's Mindset 30 November 2023 How do we think about investing in a world of constant disruption and geopolitical tension? Learn how resiliency is key to thriving amid uncertainty. (3 min read) Read
Podcast Examining the Fed, Inflation and Interest Rates: An Update for Fixed Income Investors 22 November 2023 In our recent podcast, we unpack the latest from the Fed, inflation outlook, interest rate forecast, and more. Discover historical context on tightening cycles and fixed income returns over 3 years post-hikes. Plus, a deep dive into risks, opportunities and attractive areas of the bond market. (22 min podcast) Listen
Infographic Securitization in Focus — October 2023 20 November 2023 Latest insights into securitized market trends — check out our infographic for key stats on RMBS, CMBS and ABS issuance, delinquencies, mortgage rates and more. (3 min read) Read