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News & Insights

 

 

04.29.2018 | Ben Phillips, CFA

Corn States vs. Oil States

Two commodity industry groups are battling right now to protect their business models. It’s the corn growers of the Midwest against the oil refiners of the South.

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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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03.15.2018 | Matt Clements, CPA

Tariffs: US Steel (X)

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

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03.11.2018 | Ben Phillips, CFA

Trump Steels Headlines with Tariffs

It’s official: the Trump administration levied tariffs on imports of both steel and aluminum. What happens next?

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03.03.2018 | Ben Phillips, CFA

Trade Wars? 3 Sectors We're Watching

What’s on Trump’s trade radar? We discuss the top three trade issues we’re monitoring right now.

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03.01.2018 | Matt Clements, CPA

Policy Chatter: 2019 Budget Proposal

Policy Chatters analyze policy-related information and documents in a new light utilizing software to form word clouds from speeches, budgets, and legislation.

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02.26.2018 | Matt Clements, CPA

Active Exposure to Policy

We believe investors should make the conscious decision to deploy active management when investing in policy.

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02.26.2018 | Matt Clements, CPA

Why Policy Impacts SMID Cap Allocations

In our view, policy has the biggest impact on the small to mid-cap (SMID) segment of a portfolio.

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02.26.2018 | Matt Clements, CPA

Policy as a Leading Indicator

We believe policy is a leading indicator with long-term investment implications on companies and sectors.

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02.26.2018 | Ben Phillips, CFA

When Politics Matters

Policy Insights this week discusses the Mueller investigation, Financial Deregulation, and the Trump Campaign.

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