Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

There are catalysts for the bull market in stocks to persist. Bonds face a more challenging landscape.

Geopolitical events and oil prices have upended global bond markets and central bank policy expectations this year, but we see it as just the latest tree in a forest of reasons that has steadily driven bond yields higher.

Equity markets need the Strait of Hormuz reopened and the AI wave to play out as advertised. Both are plausible, neither guaranteed.

Some investment opportunities are built on structural forces powerful enough to transcend the noise of today’s investment environment. We see these unstoppable megatrends as defining forces for the coming decades.