As the digital transformation continues to evolve, nations with the most advanced data and network capabilities will have enormous military advantages. The companies that provide those data services will continue to benefit from this new source of demand.
https://t.co/DeGI6Kgjxd

20 years after Canada rejected an invitation to participate in the US ballistic missile defense system, the conversation has been revisited. A small group of defense companies will be relied upon to fulfill a growing list of new defense system needs.

https://t.co/YwxxEbv3Db

The energy crisis in Europe is creating a renewed urgency to develop alternative energy sources. This strategy is designed to lower imports of Russian gas and reach climate neutrality by the middle of the century.

https://t.co/zoie06qStj

#ARS #TheOutlook #Energy

The recent rise in interest rates has levied a significant repricing in fixed income. The perceived “safety” of bonds is being re-examined as the Federal Reserve continues its rate hiking process.
https://t.co/vPY8iCwkxQ

#ARS #TheOutlook #BondMarket #InvestmentStrategy

ARS focuses on investing in powerful long-term trends that are not likely to be stopped even by slowing growth, inflation, or rising interest rates. The decarbonization of the worldwide economy is one of those trends and ripe for investment opportunity.

https://t.co/pQlMcMRrQ4