Section
Space
6 posts
When One Stock Moves a $68 Billion Portfolio
A new analysis from Markov Processes International1 connects Harvard's headline-making 27.1% endowment return to a single, decisive driver:…
Final frontier: 6 opportunities in the space economy
by Zach Alexander,,Equity Investment Analyst, Michael Beckwith, Equity Portfolio Manager, Andrei Muresianu, Equity Portfolio Manager, Capital Group Investor…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
The Second Space Age: Capital, Competition, and the Orbital Frontier
The Goldman Sachs Global Institute has published what amounts to a landmark orientation document for anyone thinking seriously…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Anti-Robin Hood
by Craig Basinger, Chief Market Strategist, Purpose Investments Robin Hood and his band of merry men became famous…
SpaceX IPO: A Great Business at the Wrong Price
The SpaceX IPO is shaping up to be one of the most anticipated listings in a generation —…