Thomas's firm invests in real assets such as farmland, timber and reinsurance. Using a disparate mix of alternative assets mitigates risk more effectively, because each type of alt is not only ...

"We also think investors will reward stocks with high pricing power that can maintain margins in the face of elevated input costs. Despite the recent improvement in the growth outlook, tariff rates ...

Intesa is one of the most liquid banks we cover, with a vast supply of sticky retail deposits providing the bulk of its financing needs. We do not believe that Intesa Sanpaolo fully satisfies our ...