Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
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The conditions that have buoyed credit markets in recent months look set to continue.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.