Investment Management

Robots Running the Factory

The future of robotics is vast and presents exciting opportunities in the consumer space, in factories, and at home.

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Friday, September 11, 2026

Why Now Could Be the Time to Revisit Consumer Packaged Goods Stocks

Valuations are compressed, sentiment is weak, and catalysts are building. Could consumer packaged goods stocks be ready for a comeback?
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Friday, September 11, 2026

Economics Weekly: Record Margins, the AI Capex Cycle, and the Warning Signs to Monitor

In this Economics Weekly, Richard de Chazal examines the quality of today’s earnings, assesses where we are in the AI capex cycle, and identifies the signals that would suggest the recovery is becoming more fragile.
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Thursday, September 10, 2026

Clean Harbors, Inc.: Initiation of Research Coverage

William Blair initiated research coverage of Clean Harbors, Inc. (CLH $317.13), the leader in hazardous waste and environmental solutions in North America.
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