Following a Section 232 study by the Department of Commerce this report examines the potential affects from tariffs.
What is the USSF? How would it integrate with the broader military? What companies could benefit?
A weekly update on policy movement, fund flows, sector returns, macro indicators and investment factors. Read more about this week's updates.
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.
This policy is related to a 1992 safe harbor of drug discounts under the Anti-Kickback Statute. Policy change could come in 2020.
Legalization of sports betting could be a significant growth opportunity for the gaming industry. Here's an update.
New rules passed in October 2018. The new payment rates and methodologies are expected to be in place for fiscal year 2020.
With skyrocketing costs, healthcare reimbursement is changing to a “Value Based” system.
Policy & Markets Outlook: four state and four federal policy opportunities to monitor during the quarter.
The Trump administration campaigned on rolling out new energy infrastructure. Which industries are benefiting?
ACA continues to be a significant policy. What's the current opportunity and recent relative returns?
Overview of the policy, the size of the market opportunity, the investment case and timing.
In-depth overview of the policy, the size of the market opportunity, the investment case and timing.
In-depth overview of the policy, the size of the market opportunity, the investment case and timing
We lay out our views for the 1st quarter on global trade, the policy environment, and federal reserve tightening.
Key takeaways from eight experts on the 2019 policy investing landscape: Trade, Health Care, Infrastructure, Monetary Policy
Subscribe now and receive a box filled with hand-picked items.
Separately Managed Accounts
Check the background of Active Weighting Advisors LLC’s Registered Representatives on FINRA’s BrokerCheck.