The challenges confronting water resources and its associated infrastructure present a compelling thematic investment opportunity, since water shortages in the coming decades are expected to boost prices for this commodity.
Even as the financial markets have rallied in early 2019, recession concerns have dominated investor discussions. We continue to believe that the U.S. economy will avoid recession this year.
Direct investments for wealthy individuals and family offices can be challenging when competing with the experience, intellectual capital, and the deep network of relationships forged by a private equity firm.
The inversion yield curve is widely viewed as one of the most reliable and accurate predictors of economic slowdown. The traditional warning sign has garnered significant attention and has intensified the debate on where we are at in the economy.
The economic impact of the tax cut peaked in October 2018 and is now fading. If a bipartisan U.S. federal budget agreement cannot be reached before the end of 2019, a $126 billion fiscal cliff awaits the U.S.
REITs’ recent strong relative performance highlights the potential benefits of having defensive, lease-based revenues, and high dividend yields in an environment of heightened uncertainty.
The cannabis industry is blooming. Market-watchers expect to see double digit sales growth every year through 2022, despite frequent changes in the regulations that govern this rapidly evolving industry.
