Impacts of disruption on the core infrastructure investor
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
An update from the front lines of the Trade War, with a focus on implications for investors
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.