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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?
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
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In this episode of The Active Share, 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.
Policy and Regulatory Commentary
Staying Positive: What Happens When (If?) A Debt Limit Deal Is Struck?
The brinksmanship continues. The two parties still have not struck a deal to lift the federal borrowing limit.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
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It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.