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    Blogs

June 12, 2026
Orbit Shift: Sizing Up SpaceX and Mega IPOs

The company’s differentiated launch advantage makes SpaceX look less like an traditional aerospace contractor and more like today’s dominant platform companies when they were still defined by a single breakthrough capability.

June 1, 2026
AOR Update: Resilience

History shows that investors should not be scared off by the market’s recent strength, especially given a robust earnings foundation.

Related Perspectives

Gaining Flexibility in Shifting Growth Market
Large Cap Growth 2Q26: We believe benchmark changes, greater portfolio latitude and continued AI infrastructure leadership create a strong setup for the second half.
Narrow Market Full of Overlooked Value
Dividend Strategy 2Q26: With record market concentration despite uncertainty introduced by profound technological change, diversification is paramount.
The Long View: Not a Straight Line
Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
Balancing AI Momentum with Regional Exposures
Emerging Markets 2Q26: We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.
Materiality Drives Stewardship Insights
ESG Investment 2Q26: Active stewardship on youth safety, content moderation and disclosure can help assess whether social media companies are managing emerging legal, reputational and operational risks effectively.
Overhauling AI Exposures to Leverage Scarcity
International Growth EAFE 2Q26: We increased exposure to AI infrastructure across semiconductors, storage and networking where supply constraints and pricing power are emerging.
Infrastructure Positive but Trails in Risk-On Quarter
Global Infrastructure Income 2Q26: Listed infrastructure made positive gains, led by user-pays assets such as airports and rail in a risk-on environment of easing geopolitical tensions.
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