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Thoughts from our investment professionals on the evolving state of global markets and the macro economy

November 22, 2022
Semiconductors: Micro, but Mighty

As countries and companies race for dominance in 5G, we believe the semiconductor industry stands to benefit from strategic investment and policy support.

If data is, indeed, the “new oil”, then refining it into a useful resource is all about 5G networks. As countries and companies race for dominance in 5G, we believe the semiconductor industry stands to benefit from strategic investment opportunities and policy support.

Maintaining a steady supply of chips is now of paramount importance to national security, as a simmering tech war between the US and China—accelerated ...

November 22, 2022
New ADP Reports Enhance U.S. Employment Insights

After a three month suspension to update methodology, ADP’s new data looks promising.

Automatic Data Processing, Inc. (ADP), the largest payrolls processor in the U.S., has just released its new National Employment Report (NEP) and Pay Insights Report in conjunction with the Stanford and Digital Economy Lab. The new publications will replace ADP’s previous labor reports, which sought to forecast the Bureau of Labor Statistics (BLS) nonfarm payroll report. Following a three-month data release hiatus to reassess methodologies, ADP has resumed data reporting, including ...

November 17, 2022
Private Lenders Spy Opportunity

As banks have fled the syndicated-loan market, private lenders potentially stand to gain by picking up the slack.

What’s bad for banks may spell opportunity for private lenders: As rate hikes, geopolitical turmoil and slowing economic growth continue to stoke market volatility, banks that typically guarantee loan deals for private equity (PE) firms have retreated under a pile of unsold debt—thereby opening the door for private lenders to take significant market share in the coming months.

Issuance of both broadly syndicated loans (BSL) and high-yield bonds have fallen off a cliff...

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