Why We Expect Health Care to Outperform (Fisher Investments)
Although Health Care is a traditionally defensive sector and often lags in fast-rising markets, Fisher Investments…
Stocks and Sectors Outlook
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The Next Cycle May Require More Than Ownership (MFS)
For more than a decade, the markets have rewarded ownership — as the capital cycle shifts, however, the economics…
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Food and Beverage Industry Insights – Summer 2026 (Kroll)
In the trailing 12 months period ending June 2026, 231 food and beverage deals were announced, with 89% completed…
Under the Hood Revived: What’s In Your Index? The Metamorphosis of the Mega-Cap IT Company Business Model (Horizon Kinetics)
A look under the (index) hood reveals the changing nature of these mega-cap tech giants to “hyperscalers,” as they…
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CIO reading list, July 2026: The big forces shaping allocations today
In this edition of the CIO Reading List...
Insights you might have missed last week
AI investment, energy transition, and what if Trump is right? Explore this selection of high-…