Blog

Timely perspective, fresh insight and actionable ideas, brought to you in an engaging and intellectually stimulating approach.

06-Dec-24 Blog

Intelligence Everywhere

By: Dan Fletcher

A look at the accelerating growth in “Intelligence” capacity and it’s investment opportunities and risks.

Artificial Intelligence
24-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

France’s fragile coalition government faces a no-confidence vote, G7 foreign ministers meet to discuss Ukraine and Israel, Putin travels to Kazakhstan, and Washington’s favorite parlor game of “Who is Getting Which Nomination?” goes full-throttle.

Politics
17-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

President-elect Trump continues to name his Cabinet, the G20 meets in Brazil, the IAEA Board of Governors meet to discuss Iran’s nuclear program, and the 1000-day anniversary of Russia’s invasion of Ukraine.

Politics
10-Nov-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

Preparing for the 2nd Trump Presidency, Peru hosts the APEC Summit and Brazil hosts the G20 Leaders while a muted COP29 begins, and markets wait for a slew of major economic reports.

Politics
08-Nov-24 Blog

Market Essentials | November 8

By: David Bianco

The economy doesn't need the Fed's help right now, and the market is priced for many good things.
06-Nov-24 Blog

Market Essentials | November 6, 2024 edition

By: David Bianco

Markets got it right.

CIO View