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News & Insights

 

 

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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02.26.2018 | Matt Clements, CPA

One Benefit of Policy Investing

D.C. is the epicenter of US policymaking. Fortunately for investors, most of the process is made public.

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02.22.2018 | Ben Phillips, CFA

A Beginner's Guide to U.S. Deregulation

D.C. appears to be focused on rolling back Dodd-Frank regulations passed in the aftermath of the 2008 financial crisis.

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02.20.2018 | Ben Phillips, CFA

Decreasing Revenue, Increasing Debt

Lending money to a company whose debt exceeds revenue by 5x. Would you do it?

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02.20.2018 | Ben Phillips, CFA

Congress Ignores Market Volatility

Amid this week's selloff, Congress passed a massive spending bill.

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02.12.2018 | Ben Phillips, CFA

Trump's Top 3 Priorities

With trade policies under review and tariffs being imposed, the potential for retaliation and a trade war are enhanced.

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