A Positive Outlook on the Technology Sector Despite recent narratives suggesting turbulence in the technology sector, our direct conversations with management teams tell a very different story. Across more than 30 company visits over the last several weeks, one message stands out: demand remains exceptionally strong. Many firms are operating at or near sold-out capacity […]

Following the passage of the “One Big Beautiful Bill Act,” markets finally have clarity with regard to taxpolicy for the foreseeable future. Company management teams, many of whom have delayed capitaldeployment decisions, are now able to prepare business plans with more certainty surrounding favorabletax conditions. The next major item of clarity needed is on tariff […]

The start of 2025 has brought a challenging environment for equity investors, with markets facing a sharp correction not driven by external shocks but by a recalibration of domestic and global policy. Unlike past downturns, triggered by crises such as the COVID-19 pandemic or the Global Financial Crisis, today’s volatility stems largely from shifts in […]