The fixed income market was as “summer-y” as it gets this past month.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Faced with tariffs from its biggest trading partner, Vietnam is undergoing a quiet revolution promoting the private sector as the engine of economic growth, reducing the size of the bureaucracy and initiating massive infrastructure projects. Amy Oldenburg explains why the reforms have led to unbridled optimism on the ground.
While health care is the most obvious place to look for investment opportunities related to GLP-1 trends, we believe some of the most interesting investment opportunities, and risks, are uncovered when considering the second- and third-order effects, particularly related to the alcohol industry.
In this video, we highlight three important themes, amongst others, that we see across the global investment landscape.
Elevated market volatility and a slowing economy favor net lease investments that are characterized by durable, long-term cashflows with fixed escalations in sectors and assets that are generally less sensitive to the cyclical economy.
As many are aware, the U.S. stock market has been extremely concentrated in recent years. After a slight pullback in Q1 2025, market concentration returned in Q2 2025.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Nuclear fusion is nearing commercial reality and could offer virtually unlimited, clean, sustainable alternative to fossil fuels. Recent breakthroughs, advanced technologies, and policy support have accelerated timelines, opening a $40 trillion market opportunity by 2050.
