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Insights & Articles

Heightening Recession Risk Thumbnail

Heightening Recession Risk

The recent developments around the Federal Reserve's potential rate cut and labor market concerns are critical in understanding the current economic environment and its implications for our portfolio.

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Food Supply Thumbnail

Food Supply

Food supply is a topic that touches everyone's life because, let's face it, we all need to eat. Recently, there's been a lot of chatter about food supply and how it's doing. Simply put, it's about whether there's enough food going around for everyone and how this affects us all.

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Generative AI Thumbnail

Generative AI

Generative AI is shaping the future, as seen in recent strides by tech giants. For our portfolio, especially with holdings like Microsoft, Apple, and Alphabet (Google), these advancements are pivotal.

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