We explore global inflation, the investment backdrops in Europe, Japan and China and the potential impacts of the upcoming U.S. presidential election.

The investment world divides the market up into “value stocks” and “growth stocks.” But what does that really mean? “Value” connotes the stocks in this category are undervalued, and should therefore outperform over time, while “growth” implies stocks with faster earnings growth.

One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.

U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. this episode also explores the implications for energy companies and the transportation sector.

We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment. 

This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.