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The Spotlight Newsletter

The Spotlight provides insights into economic and market events related to thematic investment opportunities. Click here to subscribe.


To Rotate or Not to Rotate; That is the Question…

September 21, 2021

Throughout this market cycle, nearly all investors have asked themselves this question regarding growth and value…likely too many times to count.

Required Reading

  • Moonshot Innovators: Out with the Old, In with the New.

    The S&P Kensho Moonshots index underwent its annual reconstitution on June 18th.
    Read More.
  • Work From (Home) Anywhere. There’s No Turning Back.

    There’s No Turning Back. Investing in the Secular Remote Revolution.
    Read More.