Spotlight Articles

U.S. Election Commentary Published October 2024 – The presidential race between Donald Trump and Kamala Harris is heating up, with substantial differences in policy priorities between the two candidates. Yet, monetary policy, consumer spending, and corporate profits have been (and will likely continue to be) the primary drivers of investment markets.  – Based on the Read More

Artificial Intelligence’s Monumental Electricity Demand Published September 2024 – Utilities are preparing for the biggest increase in electricity demand in a generation due to data center proliferation for AI computing.  – Goldman Sachs projects data centers’ power use will more than double by 2030 and account for around 8% of U.S. electricity use.  – Lofty Read More

Electric Vehicle Market Published June 2024 – U.S. EV sales are projected to grow 12% this year, down from 28% and 60% growth in 2023 and 2022, respectively. – The deceleration in EV demand and related price cuts have weighed on the profitability and share prices of EV companies. – EV adoption is expected to Read More

Pharma’s Gold Rush for Obesity Drugs Published March 2024 A new class of weight loss drugs known as GLP-1 has led to Wall Street’s soaring excitement for pharmaceutical companies’ blockbuster opportunity to capitalize on the obesity problem in the U.S. and to a lesser extent in other countries. According to the Centers for Disease Control Read More

Private Credit Boom Published January 2024 A boom in private credit has led medium-sized companies to shift away from bank lending and leveraged loans. Private lending has rapidly grown from a niche market into a formidable rival to traditional sources of financing as money pours into private credit funds from asset managers, insurance companies, endowments, Read More