Another Debt Ceiling Dilemma
BOSTON, MA, May 8, 2023 — What are the implications of a breach in the U.S. debt ceiling? As noted in our first debt ceiling discussion published in January 2023, it is important to understand that an increase or suspension of the...
Bank and Market Update
BOSTON, MA, March 14, 2023 — After several years of stability in the banking industry, two large banks were taken over by the FDIC—Silicon Valley Bank (SVB) on March 10 and Signature Bank on March 12, representing the second and third largest...
The Case for Continued Value Outperformance
After years of underperformance, value stocks outperformed growth stocks in 2022. Many of the conditions that existed during 2022 persist and we believe value may be positioned to outperform growth again in 2023. Recent Value and Growth Performance of the Indices In...
Debt Ceiling: Here We Go Again
On January 13, 2023, U.S. Secretary of the Treasury, Janet Yellen, sent a letter to Congressional leadership to inform them that the outstanding debt of the United States was projected to reach its statutory limit of $31.381 trillion on January 19, 2023....
Tools for Decarbonization: Part III
Part III: The Role of Green Hydrogen in the Clean Energy Transition As countries struggle to source reliable energy for their people and their economies, the tension between energy security and climate change mitigation continues to grow. The discussion will heat up...
Tools for Decarbonization: Part II
Part II: Curbing Methane Emissions As countries struggle to source reliable energy for their people and their economies, the tension between energy security and climate change mitigation continues to grow. The discussion will heat up again in November as sovereign leaders gather...
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