Commentaries - Advisor Perspectives
Introducing the IPO Class of 2026
The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years.
By Thomas Shipp
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The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years.
By Thomas Shipp
Read moreThe “American Industrial Renaissance” is an investment theme investors and allocators alike have pr
By Thomas Shipp
Read moreEnergy cycles have a way of rewarding investors who show up early, while punishing those who assume the
By Thomas Shipp
Read moreAs the capital expenditure (capex) race for compute continues, we thought that it would be worthwhile to briefly outline the c
By Thomas Shipp
Read morePrecious metals surged out of the gate to begin 2026, not dissimilar to how they closed out 2025. Gold has alre
By Thomas Shipp
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