Investment Opportunities in a Changing Military Landscape (Mawer IM)
In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He…
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How are U.S. Consumers and Firms Responding to Tariffs? (Apollo)
How are firms responding to tariffs? 1) Rapid downward revisions to earnings expectations. 2) New orders falling,…
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Steering through Market Uncertainty (UBS AM)
Besides the positive outlook for real estate investments due to lower interest rates, the defensive…
Trump Has Constraints (UBS AM)
Recent de-escalations on trade and Fed Chair Powell show sensitivity to the bond market and the potential for…
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