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January 1, 2026
2026 Infrastructure Market Outlook

We expect fiscal liquidity and dovish central bank policy in 2026 to pressure bond yields, which should support utilities and also drive growth on GDP-sensitive user-pays infrastructure.

September 30, 2025
Dividend Strategy 3Q25 Update

Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.

September 30, 2025
Value Strategy 3Q25 Update

Portfolio Manager Sam Peters discusses market drivers in the third quarter and how disciplined valuation and selective positioning shaped Strategy performance amid a concentrated market rally.

July 24, 2025
Dividend Strategy 2Q25 Update

Portfolio Manager Mike Clarfeld discusses market and portfolio performance in the second quarter, outlines the Strategy’s positioning and gives his outlook for the rest of 2025.