
After a successful week of cloud company initial public offerings, Kara Marciscano discusses how investors can potentially position for the evolution of the cloud industry.
The pandemic of 2020 accelerated adoption of cloud computing, putting us amid major technology dislocation. Jeremy Schwartz and Kara Marciscano make the case that cloud computing will be the mega-trend of the next decade.
Big Tech is facing regulatory pressure from all directions. Jeff Weniger provides investors with potential solutions to limit exposure to the Silicon Valley giants in their equity portfolios.
Many believe that the election results and corresponding current events suggest the markets may return to a similar environment as over the past few years. Against this backdrop, Scott Welch makes the case for investors to position their portfolios toward disruptive growth.
We believe investing in disruptive markets is a long-term trend that is here to stay. Ryan Krystopowicz and Kara Marciscano provide investors will the toolkit they need to position their portfolios toward innovative and disruptive markets.
The battle for the Southwest is key to the 2020 election. Jeff Weniger discusses the battleground states and what the November 3 outcome means for the market.
Whether or not there is a COVID-19 second wave may be the determining factor in the presidential election. Jeff Weniger discusses the outlook for the most-watched swing states and what it means for the market.