The Trump administration is taking stakes in chip, defense, quantum, and rare earth companies that align with policy priorities.

Lower income households are getting a raise, increasing capex estimates signal confidence, and small businesses are catching up in their use of AI.

Private credit redemption pressure and default upticks are not likely to affect well-diversified secondary private equity portfolios.

Jim Lydotes flips the timer on a retail energy deal, thinner consumer cushions, and how index rebalancing shows why investors should look beneath the market surface.

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

Government-backed mortgage bonds have outperformed during some of the market’s worst quarters. Here’s how they work and what their track record has historically meant for investors seeking diversification.

Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.