In 2024, private AI investment surged past $150 billion with a decisive pivot toward infrastructure, signaling a shift from speculative hype to the deep, capital-intensive groundwork needed to scale ...

As 5G matures and AI reshapes network operations, tower companies like Helios, SBA and American Tower are evolving into high-margin, tech-augmented infrastructure platforms at the heart of global ...

Markets have staged a remarkable whipsaw since the start of the second quarter, with volatility itself becoming the most consistent signal. From a sharp 12% S&P 500 Index drawdown in early April ...

Inflows into ex-U.S. equity strategies have surged by $2.5 billion in just three months, signaling a structural pivot in global asset allocation as regions like Europe and Japan show renewed macro and ...

“We were using it and paying for it—we should have realized how powerful it was.” —Charlie Munger, recalling early impressions of Google Search at a Berkshire Hathaway annual meeting 1. When Charlie ...

The dollar’s 5.9% YTD drop in 2025 has rattled markets, but Brian Manby argues the fear of “dollar doom” is overstated—and explains why historical context supports sticking with currency-hedged ...

Europe is in the early innings of a renaissance. Germany’s DAX index just hit record highs, helped by revived enthusiasm for defense and infrastructure and reduced trade tension. 1 From bilateral ...

Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that ...

In Q2 2025, companies like Pepsi and P&G showed that the era of aggressive price hikes covering for volume declines, known as “Price over Volume” (PoV), is waning as elasticity and consumer resistance ...

The recent spike in U.S. 30-Year bond yields reflects investor concerns over long-term debt sustainability and fiscal policy shifts. Rising 30-Year yields in other major economies like Germany and ...

For over a decade, the investing world was dominated by the gravitational pull of U.S. exceptionalism—a regime powered by world-leading tech innovation, expansive fiscal policy, a dollar-centric ...