The Nuclear Energy Renaissance: Our Investment Thesis
“The cure for high prices is high prices. The cure for low prices is low prices.”─ James Ernest BoyleSpeculation and the Chicago Board of Trade After many years of unsustainably low prices for physical uranium, or perhaps as a reaction to these low prices, the...
Managing Your Money: Is a Recession Looming? Here’s What You need To Know
Join us as our portfolio managers explore what defines a recession, recent economic trends, the impact of inflation and interest rates, and predictions for the future. They examine challenges facing the Federal Reserve and fiscal policy and strategies for positioning...
The Impact of Rising Interest Rates on Commercial Real Estate
Commercial real estate (CRE) is deeply influenced by the level and trajectory of interest rates, and the current trend of rising rates is reshaping the landscape. Understanding this impact is crucial for investors, developers, and business...