<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=343345&amp;fmt=gif">

News & Insights

 

 

05.07.2018 | Ben Phillips, CFA

Research Vlog: North Korea & Defense Stocks

Check out the research video blog from this week discussing North Korea, denuclearization, and defense stocks.

READ NOW
05.07.2018 | Ben Phillips, CFA

Research Vlog: Commodities & Congress

Check out the research video blog from this week discussing ethanol, oil refiners, and agriculture news.

READ NOW
05.07.2018 | Ben Phillips, CFA

Research Vlog: NAFTA

Check out the research video blog from this week discussing NAFTA update and impacted sectors and companies.

READ NOW
05.07.2018 | Ben Phillips, CFA

Research Vlog: Paul Ryan's Departure

Check out the research video blog from this week analyze Paul Ryan's announcement of leaving Washington.

READ NOW
05.07.2018 | Ben Phillips, CFA

North Korea Summit Prompts Defense Stock Selloff

Investors began selling defense stocks in anticipation of a denuclearized North Korea as soon as the headlines were released.

READ NOW
05.03.2018 | Ben Phillips, CFA

How to Sell Policy Investing to a Skeptic

All roads lead to Washington D.C. the hub of U.S. policy making. But how can you sell policy investing to a skeptic?

READ NOW
05.03.2018 | Ben Phillips, CFA

Research Vlog: China Tariffs

Check out the research video blog from this week analyze china tariffs, 2018 Farm Bill, and Opioid Crisis.

READ NOW
05.03.2018 | Ben Phillips, CFA

Research Vlog: Congress & Healthcare

Check out the research video blog from this week analyze the changing healthcare sector and Washington D.C.'s influence.

READ NOW
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.

READ NOW
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.

READ NOW
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?

READ NOW
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.

READ NOW
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.

READ NOW
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.

READ NOW
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.

READ NOW
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.

READ NOW
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.

READ NOW
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.

READ NOW