Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.
Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.
High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.
American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.
The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.