Alternative Investments… Impact of 2025 U.S. Energy Policy on Investor Sentiment 2 Jun 2025June 2, 2025 The Trump administration's energy policy shift in 2025 has significantly impacted investor sentiment and energy deal flow in the U.S., creating a complex landscape characterized by both enthusiasm and uncertainty.…
Market Commentary US Purchasing Power, Inflation and Unemployment 11 Oct 2022June 28, 2024 US consumers powered the recovery following the pandemic but high gasoline and energy prices and food and housing costs have eroded their purchasing power. Real consumption spending accelerated to 7.9%…
Asset Allocation… Positioning Portfolios for An Environment of High Inflation 27 Jul 2022August 5, 2024 Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios…
Asset Allocation… What You Need to Know About Inflation 22 Jul 2022August 5, 2024 High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even…
Equity… Value Discount 21 Feb 2022October 31, 2024 Value stocks outperformed through mid-February this year as investors repriced expensive growth stocks. Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies with…