News & Insights

 

 

04.26.2018 | Ben Phillips, CFA

A Week in the Life of Congress

Despite the attention-grabbing headlines coming out of Washington D.C., Congress’s internal and procedural schedule is consistent from week to week.

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04.22.2018 | Ben Phillips, CFA

The Ultimate NAFTA Cheat Sheet

Members from each country’s negotiating team gathered in Washington D.C. last week to discuss open items. What are those items?

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04.16.2018 | Ben Phillips, CFA

The Investment Case for Policy Investing

Policy impacts your everyday life and can be a powerful leading indicator for investment returns.

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04.15.2018 | Ben Phillips, CFA

Paul Ryan Leaves Washington

The timing of his announcement appears to be an acknowledgment of the changing Republican party and its future success.

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04.12.2018 | Ben Phillips, CFA

HASI: Renewable Energy Tax Credits

This week we highlight the timeline leading up to the Trump administration’s decision to levy steel tariffs.

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04.08.2018 | Ben Phillips, CFA

Congress Returns & China Dominates News

Congress returns to Washington DC today after watching China tariffs dominate the headlines last week.

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04.01.2018 | Ben Phillips, CFA

Healthcare Sector Shakeup

Last week’s news about the potential Walmart acquisition of Humana is the next chapter in the changing healthcare sector.

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03.25.2018 | Ben Phillips, CFA

Market Selloff? Nothing has changed.

We’ve been banging the drum pretty hard on Trump’s protectionist policies since January.

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03.18.2018 | Ben Phillips, CFA

Trump's China War

What’s next on President Trump’s checklist while exemptions are handed out? China. We analyze recent actions taken by the administration and impacted U.S. sectors.

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