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News & Insights

 

 

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 Telecom

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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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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