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Policy and Regulatory Commentary
Antitrust Legislation: A Congressional Priority Likely Punted To Next Year
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Where are lawmakers on this important issue, and how likely is it that they will be able to advance historic legislation to President Joe Biden’s desk by the end of this year, which also is the end of the 117th Congress? Before delving into those questions, let’s start with a more basic one: what is the purpose of antitrust law?
Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Market Outlooks
Revisiting U.S. Growth in a Challenging Environment
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Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Policy and Regulatory Commentary
The New Partisan Battleground: Committee Term Limits
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Let’s review the history of term limits and what, if enacted, this particular proposal could mean from a practical perspective.
Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.