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Alternative Realities: Tech-driven alternative investment
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In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthc…
Published on 5 months, 2 weeks ago
A healthier outlook for healthcare
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As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses…
Published on 5 months, 4 weeks ago
Alternative Realities: Opportunities in global forestry and timber
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In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P…
Published on 6 months ago
Key themes powering utilities
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Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement and elevat…
Published on 6 months, 1 week ago
Alternative Realities: Building an investment plan with alternatives
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In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investo…
Published on 6 months, 2 weeks ago
Manufacturing a case for industrials
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Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been mor…
Published on 6 months, 4 weeks ago
Does it pay to invest in payments?
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When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift to electronic…
Published on 7 months, 1 week ago
Alternative Realities: Institutional strategies in alternative assets
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In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As t…
Published on 7 months, 2 weeks ago
Beyond AI: Opportunities in semiconductors
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U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking the best two-y…
Published on 7 months, 3 weeks ago
Alternative Realities: Strategic Investing Amid Uncertainty
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As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like in…
Published on 7 months, 3 weeks ago