The big move in Japanese bond yields in the last few weeks raised some inquiries about what it all means for the opportunities in the Japanese equity markets. Our take is that the bull case remains, ...

Dovile Silenskyte explains how the GENIUS Act will turn stablecoins into pillars of U.S. financial infrastructure, transforming issuers into regulated digital banks and embedding the dollar deeper ...

Christopher Gannatti and Samuel Rines explain why Rheinmetall’s Q2 miss masks a far bigger story—€63.2B in backlog and €80B+ in nomination potential that signal structural, multi-year growth as Europe ...

In 2025, the U.S. and China unveiled rival AI action plans that mark a clear shift from technology competition to full-scale geopolitical strategy, with compute power now treated as a critical lever ...

Kevin Flanagan unpacks a surprising jobs report that signals a softer labor market and argues it could put a September rate cut into play.

The dual-market system behind ETFs, primary and secondary markets, enables intraday liquidity and tight pricing spreads that distinguish them from mutual funds. Authorized participants play a critical ...

Christopher Gannatti analyzes how, despite China accounting for over 50% of global robot installations in 2023, the real momentum lies in India’s surge, signaling a shift from robotics as a ...

Tech giants aren’t scaling back; they’re gearing up for an AI-powered future. QGRW is positioned for the infrastructure shift behind the headlines.

Ryan Krystopowicz explains how advisors can become trusted anchors through clarity, emotional intelligence and expert-backed strategies.

There's a tectonic shift unfolding in global finance—subtle in appearance, but profound in implication. The traditional signposts of market anxiety—stocks, bonds, even crypto—are being bypassed in ...

On a recent episode of the Basis Points podcast, Kevin Flanagan spoke with Morgan Stanley’s Vishwanath Tirupattur to break down the competitive landscape, expected returns and why both private credit ...

With Treasury yields likely to stay elevated, Kevin Flanagan and Sam Rines discuss why investors should prepare for continued volatility and consider a strategic fixed income approach to navigate the ...