Author: Holle Andersen

The Rise of Stablecoins

The Rise of Stablecoins April 20, 2026 – The total value of stablecoins in circulation grew from $120 billion to over $270 billion in just the past 18 months – The rapid growth of stablecoins could lower short-term interest rates and add steepening pressure on the yield curve – Companies like Amazon and Walmart are Read More

A Guide to Separately Managed Accounts (SMAs)

A Guide to Separately Managed Accounts (SMAs) Published April 2026 As investment portfolios become more customized, tax-aware, and integrated into broader wealth planning, the structure behind those portfolios matters more than ever. One of the most flexible and enduring structures in institutional and high-net-worth investing is the Separately Managed Account, or SMA. Despite the growth of mutual Read More

Direct Indexing: Personalized Index Investing for Taxable Portfolios

Direct Indexing: Personalized Index Investing for Taxable Portfolios Published January 2026 For decades, investors seeking diversified market exposure have relied on mutual funds and ETFs to track major indexes like the S&P 500. These vehicles are simple, efficient, and cost-effective—but they treat every investor the same.Direct indexing changes that. At its core, direct indexing allows Read More

Why Europe Is Falling Behind In Innovation

Why Europe Is Falling Behind In Innovation Published September 2025 – Europe is falling behind in next-generation technologies that will shape future economic growth and global influence – European startups struggle to scale due to weak venture capital, fragmented markets, and heavy regulatory burdens – Without bold reforms, Europe risks slower growth, weaker productivity, and Read More

AI Adoption Across Industries

AI Adoption Across Industries

AI Adoption Across Industries February 28, 2025 – AI is expected to revolutionize the business landscape by enhancing productivity, offering improved services, and providing insights. – Health care, banking, and retail are likely among the early adoption industries outside technology. – Utilizing the full potential of AI will take time as companies navigate the complexities Read More

U.S. Election Commentary

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