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Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Macroeconomic & Geopolitical
The Active Share Podcast: The Age of Oil
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Hugo sits down with Helen Thompson, a professor of political economy at Cambridge University and author, for a conversation about energy
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
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For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”
Policy and Regulatory Commentary
SCOTUS Rulings: Past And Preview
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Before adjourning, the nation’s highest court issued some big decisions that could have serious implications for businesses...
Policy and Regulatory Commentary
Weekly Allon Blog: Who Will Be On The Presidential Debate Stages?
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What are early polling numbers telling us about the GOP and Democratic presidential primary races and who will be included in the primary debates?
Market Outlooks
Global Stocks Rise on US Jobs and Debt Ceiling Agreement, Central Banks in Australia and Canada to Meet
The U.S. added jobs well beyond expectations, though unemployment rose. Central banks in Australia and Canada are expected to stand pat on rates.
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
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Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.