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News & Insights

 

 

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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01.28.2018 | Ben Phillips, CFA

Davos, Trade Policy & Trump

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

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01.25.2018 | Ben Phillips, CFA

Tariffs: First Solar (FSLR)

In Policy Spotlights, we breakdown current policies and their potential impact on investment returns.

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01.22.2018 | Ben Phillips, CFA

Trump's 1st Year Ends with a Shutdown

Takeaways from Trump’s first year in office and the Government Shutdown implications we are are watching.

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01.16.2018 | Ben Phillips, CFA

Senate Procedure Affects Policy-Making

Two major policy battles happening in Washington, D.C.: (1) Immigration vs. Border Security and (2) Defense vs. Non-Defense spending.

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01.08.2018 | Ben Phillips, CFA

2018 Policy Initiatives

It’s a new year, Republicans and Democrats are carefully organizing their policy initiatives in light the 2018 midterms.

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12.18.2017 | Ben Phillips, CFA

Tax Reform Accelerates

Tax reform continues to defy the odds. It now appears that Republicans have lined up the required votes.

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12.12.2017 | Ben Phillips, CFA

One Last Push

As 2017 ends, Trump and the GOP are working to complete this administration’s first significant piece of legislation.

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12.05.2017 | Ben Phillips, CFA

Tax Reform in Focus

Tax reform took a giant step forward this past weekend. There is strong momentum behind tax reform going into the end of year.

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