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America’s Infrastructure Report Card in 2025: Still Behind, Still Underfunded
U.S. Infrastructure increased to a C overall grade in the latest report card, but more investments are likely needed to see further improvements. By Madeline Ruid
The Next Big Theme: April 2025
This month, we discuss disruptive thends in Defense Tech, U.S. Infrastructure, AI, HealthTech, and Global Infrastructure. By Ido Caspi
Monthly Covered Call Commentary: April 2025
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments. By Robert J. Scrudato
Three Themes Driving America’s Manufacturing Revival
Growing investments and policies targeted towards reshoring of manufacturing are likely to accelerate multiple structural shifts in the coming years. By Tejas Dessai
Four Companies Supporting America’s Electrification
Growing power demand and shifting grid dynamics in the United States are creating opportunities for companies across the electric value chain. By Madeline Ruid and Pedro Palandrani