Spotlight: Dividend Focused Strategies in Uncertain Markets

We discuss a few of the forces driving market uncertainty – interest rates, tariffs and inflation – and how the lower volatility offered by some dividend focused strategies might be attractive in the current market environment.

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AI Eats World: Five Themes for 2025

To demonstrate the acceleration of the pace of progress in AI, this paper discusses five of the most important AI themes in play today: physical AI, China’s ascending capabilities, Trump’s tech agenda, agentic AI and open-source models.

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Value Stocks, AI and the Intangibles

We look at some of the companies that have moved into the Value index, maybe somewhat surprisingly. We also explore how intangible assets are not always valued correctly, especially under GAAP accounting standards. Finally we discuss how many of the top performing stocks of the last 10 years would have been difficult for value investors to invest in.

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Dividend Focused Strategies in Uncertain Markets

July 31, 2025 - 10 min read
AI Eats World: Five Themes for 2025

July 02, 2025 - 25 min read
Value Stocks, AI and the Intangibles

July 18, 2025 - 30 min listen

Market News and Insights

As an institution focused on new thinking, our goal is to provide clients with valuable insights regarding innovative investment concepts and market occurrences.