Economic tides are turning — who's vulnerable?
Today's markets might be experiencing their own slack tide — caught between strong fourth quarter growth and the potential headwinds of Trump's policies. While investors remain optimistic, tariffs, im...
21 Mar 202511min
Big shift in energy production and export
Think of energy infrastructure as the circulatory system of the modern economy - invisible to most. As artificial intelligence accelerates electricity demand, what does it take for the nation to go fr...
19 Mar 20250s
Will tariffs reshape the US economy?
While headlines focus on tariffs and trade tensions, there is another aspect to the story... reshoring. US companies are now looking to rebuild on American soil. How could this reshape portfolios and ...
17 Mar 202511min
Is the foundation of the US economy shifting?
Credit stress is rising among younger Americans, tariff proposals could cost households over $2,000 annually and middle-income shoppers are showing new price sensitivity. How might this consumer trans...
14 Mar 202511min
Special Report: The era of AI
In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are sta...
12 Mar 202515min
Professor Siegel on the state of the US Markets
From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapt...
10 Mar 202512min
What's next with hedge funds in 2025?
After a decade of being overshadowed by passive investing, hedge funds are showing signs of a renaissance. They provided better diversification than bonds and institutional sentiment is bullish. Is sm...
10 Mar 202511min
The Now, Sustainably – Ep 3
Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the research, we have another perspective. Watch to...
7 Mar 20252min
