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Quarterly Perspectives
U.S. stock indices staged a forceful recovery in the second quarter following a sharp, but brief, correction in…
Global Equity Primer
The U.S. economy benefits from distinct structural advantages compared with foreign economies. These include strong property rights and…
Quarterly Perspectives
U.S. stock indices declined in the first quarter strained by tariff uncertainty and a retrenchment in business and…
GenAI: The Path Forward, Part 2 – AI ROI (“ROAI”)
The emergence of generative artificial intelligence (GenAI) has catalyzed a surge of capital expenditures (capex) directed at building…
Quarterly Perspectives
Equity markets registered significant gains in 2024, underpinned by healthy economic growth in the U.S. Fixed income portfolios…
GenAI: The Path Forward, Part 1 – Scaling Laws
The emergence of generative artificial intelligence (GenAI) has catalyzed a surge of capital expenditures (capex) directed at building…
Electrifying Innovation
The power industry is on the precipice of a tectonic shift. After decades of muted growth, electricity demand…
Quarterly Perspectives
U.S. stock indices finished the third quarter at record highs driven by growing corporate profits, slowing inflation and…
Semiconductors: Industry in Transition
Semiconductors are the foundation for all modern-day technology. Despite the pervasiveness of semiconductors in society, the industry remains…
Quarterly Perspectives
The S&P 500 Index rose in the second quarter driven by strong corporate profits, the promise of artificial…
Quarterly Perspectives
Equities rose in the first quarter driven by strong corporate profits and anticipation of a reduction in the…
Quarterly Perspectives
Last year finished on a bright note with equity and fixed income markets registering exceptionally strong returns in…