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U.S. vs. China: Technological Rivalry
The U.S. and China, while commercially interdependent as the world’s two largest economies, are locked in a high-stakes…
Quarterly Perspectives 4Q25
Global markets defied a complex backdrop in 2025, delivering robust returns across both equity and fixed income investments….
Quarterly Perspectives 3Q25
U.S. equities advanced during the third quarter and have registered above-average gains for the year, boosted by strong…
GenAI: The Path Forward, Part 3 – Physical AI
The objective of this white paper series is to contemplate the path forward for generative artificial intelligence. Part…
Quarterly Perspectives 2Q25
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 1Q25
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 4Q24
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 3Q25
U.S. stock indices finished the third quarter at record highs driven by growing corporate profits, slowing inflation and…