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News & Insights

 

 

06.19.2019 | Ben Phillips, CFA

Ultimate Guide to the Section 232 Uranium Tariffs

Following a Section 232 study by the Department of Commerce this report examines the potential affects from tariffs.

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06.19.2019 | Ben Phillips, CFA

Ultimate Guide to the U.S. Space Force

What is the USSF? How would it integrate with the broader military? What companies could benefit?

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05.04.2019 | Ben Phillips, CFA

Quant Corner: May 3rd

A weekly update on policy movement, fund flows, sector returns, macro indicators and investment factors. Read more about this week's updates.

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04.29.2019 | Ben Phillips, CFA

Quant Corner: April 29th

A weekly update on policy movement, fund flows, sector returns, macro indicators and investment factors. Read more about this week's updates.

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04.14.2019 | Ben Phillips, CFA

Policy Focus: Defense Spending

Defense Spending is a long-tail policy. It's important not to get caught up in year-to-year funding battles. Right, focus on FY2020 and FY2021.

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04.07.2019 | Ben Phillips, CFA

Policy Focus: Drug Rebates

This policy is related to a 1992 safe harbor of drug discounts under the Anti-Kickback Statute. Policy change could come in 2020.

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04.01.2019 | Ben Phillips, CFA

Policy Focus: Legalized Sports Betting

Legalization of sports betting could be a significant growth opportunity for the gaming industry. Here's an update.

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03.24.2019 | Ben Phillips, CFA

Policy Focus: Home Health Reimbursement

New rules passed in October 2018. The new payment rates and methodologies are expected to be in place for fiscal year 2020.

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03.19.2019 | Ben Phillips, CFA

Ultimate Guide to Value Based Reimbursement

With skyrocketing costs, healthcare reimbursement is changing to a “Value Based” system.

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03.19.2019 | Ben Phillips, CFA

Q2 Policy & Markets Outlook

Policy & Markets Outlook: four state and four federal policy opportunities to monitor during the quarter.

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03.17.2019 | Ben Phillips, CFA

Fossil Fuel & Energy Infrastructure

The Trump administration campaigned on rolling out new energy infrastructure. Which industries are benefiting?

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03.10.2019 | Ben Phillips, CFA

Affordable Care Act & Value Based Reimbursement

ACA continues to be a significant policy. What's the current opportunity and recent relative returns?

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02.12.2019 | Ben Phillips, CFA

Ultimate Guide to Investing in Sports Betting

Overview of the policy, the size of the market opportunity, the investment case and timing.

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02.10.2019 | Ben Phillips, CFA

Ultimate Guide to U.S. Infrastructure

In-depth overview of the policy, the size of the market opportunity, the investment case and timing.

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01.03.2019 | Ben Phillips, CFA

The Ultimate Guide to Investing in Defense

In-depth overview of the policy, the size of the market opportunity, the investment case and timing

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01.03.2019 | Ben Phillips, CFA

The Ultimate Guide to Investing in 5G Technology

In-depth overview of the policy, the size of the market opportunity, the investment case and timing

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12.28.2018 | Ben Phillips, CFA

Q1 Policy Investing Outlook

We lay out our views for the 1st quarter on global trade, the policy environment, and federal reserve tightening.

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11.13.2018 | Ben Phillips, CFA

2018 Conference Key Takeaways

Key takeaways from eight experts on the 2019 policy investing landscape: Trade, Health Care, Infrastructure, Monetary Policy

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