2021 Outlook and the Year Ahead

Q2 explores grid challenges amid AI demand, reshoring, and electrification.

Q2 casts doubt on Private Equity’s peak-era momentum, as thinning liquidity reshapes where opportunity lies.

It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?