Last quarter, a modest lunch conversation among institutional investors in Manhattan circled around a surprisingly nostalgic question: “Are REITs back?” It was…
Certain investments are computed. Others feel prophetic. Brookfield’s recent bet on AI infrastructure does both—rooted in cash-yielding assets but reaching, almost audaciously,…
Higher interest rates usually cause investors to grip the wheel a little tighter. But lately, something unexpected has been happening. A few…
The yen used to move silently, performing its function in the background like dependable infrastructure that no one bothered to take pictures…
Early in 2023, regional banks had to face a reality they had long avoided when deposit flows started to change at an…
Millions of pensioners and people with disabilities in Canada subtly base their life around a set of twelve dates. These are the…
If IPOs were once based on investor demand, this year’s IPOs show investor bewilderment instead. Prices are rising because participation seems to…
Seeing a business prosper after being taken off the S&P 500 is delightfully paradoxical. Some midcaps take advantage of the situation rather…
A brief alert appears on the screen. “This week, you paid $34.70 for delivery. Want to save $5 automatically the next time?…
The interface of the file was simple. It lacked a visual dashboard with blinking alerts and proprietary software. It was a spreadsheet,…
