Asset management commentary & publications

This commentary highlights how escalating Middle East tensions have driven sharp moves in energy, currency, and equity markets, with rising oil prices, a stronger U.S. dollar, and broad pullbacks abroad. Despite the volatility, the piece notes that geopolitical shocks are often temporary and may create selective opportunities for long‑term investors.

Hyperscalers invested roughly $400 billion in generative AI in 2025, with spending expected to surpass $600 billion in 2026. Most investment has focused on model development and datacenter expansion, with returns expected to come from productivity gains as AI inference becomes the dominant workload.

Get an update on the current private debt build-up, the timing of the major cycles that provide structure to the stock and real estate markets and where the epicenter of the potential next financial crisis may be and when it could impact US market.

Stablecoins have the potential to disrupt the financial world. The combination of the price stability of traditional fiat currencies and the speed and efficiency of blockchain technology presents a potentially transformative force to the banking and payments infrastructure.

Our whitepaper explores a new and growing asset class of catastrophe (cat) bonds, details the history of the asset class, and discusses the features of the securities that make the space attractive to different investors.

Get an update on the current private debt build-up, the timing of the major cycles that provide structure to the stock and real estate markets and where the epicenter of the potential next financial crisis may be and when it could impact US market.

In early 2025, DeepSeek, a Chinese start-up, launched a low-cost AI assistant which led to a dramatic sell-off in the shares of companies with ties to AI. We explore the long-term implications to help dispel some of the fears and get some questions answered.

Private credit is a rapidly growing asset class that offers significant economic benefits. In this paper, we’ll study the role of private credit, its pros and cons, and whether private credit and traditional banking can coexist.

The US spends twice as much on prescription drugs per capita as other developed nations. In this paper, we’ll look at the possible ways the Inflation Reduction Act (IRA) expects to address this to lower healthcare costs.

Generative AI has led to a tremendous investment by hyperscalers in adding AI capabilities to the cloud. Our whitepaper looks at edge AI, which is being developed to reduce response time, increase data security and lower energy consumption.

As AI workloads become more widespread, data centers housing the AI servers will require higher power densities. Our whitepaper will explore which companies could benefit from this surge in power usage.

Development of generative AI has resulted in massive investments across all sectors of the economy. We look at the advantages of generative AI over predictive AI and the industries that will be the early beneficiaries of this technology.

In this paper, we explore the move back to reshoring as the risks of globalization were made apparent during the pandemic. While going in-house may add costs in the near term, having greater control and closer proximity to suppliers is a positive.

Obesity is a global epidemic but there are some promising treatments being developed. In this paper, we look at semaglutides that could have not only significant health benefits, but investment implications for the companies developing them.

The US stock and real estate markets are governed by distinct cyclical patterns. Learn about how these cycles combine to move the economy, stock and real estate markets forward and cause price oscillations along the way.