Spotlight Articles

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

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 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 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

Artificial Intelligence’s Monumental Electricity Demand Published September 2024 – Utilities are preparing for the biggest increase in electricity demand in a generation due to data center proliferation for AI computing.  – Goldman Sachs projects data centers’ power use will more than double by 2030 and account for around 8% of U.S. electricity use.  – Lofty Read More

Electric Vehicle Market Published June 2024 – U.S. EV sales are projected to grow 12% this year, down from 28% and 60% growth in 2023 and 2022, respectively. – The deceleration in EV demand and related price cuts have weighed on the profitability and share prices of EV companies. – EV adoption is expected to Read More

Private Credit Boom Published January 2024 A boom in private credit has led medium-sized companies to shift away from bank lending and leveraged loans. Private lending has rapidly grown from a niche market into a formidable rival to traditional sources of financing as money pours into private credit funds from asset managers, insurance companies, endowments, Read More

Pharma’s Gold Rush for Obesity Drugs Published March 2024 A new class of weight loss drugs known as GLP-1 has led to Wall Street’s soaring excitement for pharmaceutical companies’ blockbuster opportunity to capitalize on the obesity problem in the U.S. and to a lesser extent in other countries. According to the Centers for Disease Control Read More

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 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