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News & Insights

 

 

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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11.04.2018 | Ben Phillips, CFA

National Elections Hide Powerful State Policies

We highlight key state-specific policy catalysts that haven’t received much attention during midterms.

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09.20.2018 | Ben Phillips, CFA

2018 Policy Alpha Conference

Overview of the various policymaking bodies to watch if Congress is unable to form a consensus or pass legislation.

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09.19.2018 | Ben Phillips, CFA

Q4 Policy Investing Outlook

We lay out our views for the 4th quarter, how the midterms could impact policymaking, and how those policies may impact the market.

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09.19.2018 | Ben Phillips, CFA

Agencies and States Drive Policy in Post-Midterm Gridlock

Overview of the various policymaking bodies to watch if Congress is unable to form a consensus or pass legislation.

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08.07.2018 | Ben Phillips, CFA

California Wildfires Spur Liability & Policy Action

California’s utilities are the most impacted from wildfire liability in our view.

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07.31.2018 | Ben Phillips, CFA

FX Masking Facebook's Increased Expenses

Facebook released its 2Q'18 earnings last weeek. We highlight FX, data management, and increased expenses.

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07.24.2018 | Ben Phillips, CFA

Congress & Music Industry Royalties

The music industry is coming together in support of a congressional effort to modernize music royalty payments.

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07.18.2018 | Ben Phillips, CFA

Q3 Policy Investing Outlook

We trace most of this year’s market volatility back to Trump’s view of how the U.S. should look.

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06.26.2018 | Ben Phillips, CFA

Lenders and White House Challenge Surging Regulations

The Trump admin continues to focus efforts on dismantling the CFPB. We highlight the impacted companies.

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06.19.2018 | Ben Phillips, CFA

Student Lenders See Opportunities from New Policies

We explain changes in within the education industry and highlight impacted companies.

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06.04.2018 | Ben Phillips, CFA

Regulation is Slowing the Trucking Industry

Regulation has decreased the attractiveness of driving and caused drivers to leave the trucking industry. What are the impacts?

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05.29.2018 | Ben Phillips, CFA

Research Vlog: What to Watch This Summer

Check out this week's research vlog discussing 3 of our top non-consensus market views.

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05.29.2018 | Ben Phillips, CFA

3 Non-Consensus Views to Make You Think

With summer and the midterms approaching, we thought it makes sense to review our assumptions and benchmark them against the market.

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05.18.2018 | Ben Phillips, CFA

Trump’s Prescription Drug Plan

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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05.14.2018 | Ben Phillips, CFA

Research Vlog: Tech Stocks & Data Regulation

Check out this week's research vlog discussing tech stocks, data regulation, and pending regulation.

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05.14.2018 | Ben Phillips, CFA

Social Media Giants At Risk

So far, Congress has adopted a self-regulation stance, which has allowed tech firms to flourish. Is the end in sight?

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05.07.2018 | Ben Phillips, CFA

What to Watch for in the West Virginia Primary

West Virginians head to the polls on May 8th to select a Republican challenger for Senator Joe Manchin (D-WV) in this fall’s midterms.

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