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Article: Zig When Others Zag: Thoughts on Value Investing
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Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

July 31, 2025

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Fixed Income Perspectives: 2H25 Themes

July 15, 2025
As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.

Renewable Energy Infrastructure: Impact of the One Big, Beautiful Bill

July 7, 2025
The newly-passed budget bill’s early sunset of clean energy investment tax credits will likely fuel a near-term spike in renewable energy infrastructure deal flow. Longer-term impact is mitigated by renewable generation’s historically-observed ability to adapt to changing project economics, and the U.S.’ surging electricity demand growth.
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