Trends and Perspectives

Stay up to date with our take on trends that matter most.

Compass

Our Latest Perspectives

Thursday, May 7, 2026

Food Delivery Expanding Access to Meals, Groceries, and More

Subscriptions, bigger baskets, and higher frequency: the economics of delivery are shifting fast.
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Wednesday, May 6, 2026

Analyzing the Fresh Dog Food Revolution and Market Growth

As pet owners shift from kibble to fresh food, pet nutrition is becoming a premium category, and investors are paying attention.
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Wednesday, May 6, 2026

Tech Spending Driving Innovation in Financial Services

Artificial intelligence, cloud modernization, digital CX, and compliance are shaping the next phase of many financial institutions’ technology investment.
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Tuesday, May 5, 2026

Trucking’s Tight Turn

After years of overcapacity, supply is exiting trucking just as demand strengthens—driving rising rates, flatbed tightness, and potential upside to earnings into late 2026 and 2027.
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Tuesday, May 5, 2026

REITs Repriced

After years of underperformance, a rate backdrop and demand for tangible assets create a compelling setup across both deep value and capital-advantaged REITs.
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Thursday, April 30, 2026

Preparing for the Sale of Your Business: A Timeline

For owners of family businesses and other closely held companies, the opportunity to sell and generate liquidity can be both exciting and overwhelming.
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Wednesday, April 29, 2026

Social Security and Medicare What Seniors Need to Know About Two Big Decisions

As you enter your 60s and reach retirement age, you have some big decisions to make that can significantly affect your finances and quality of life.
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Wednesday, April 22, 2026

Planning Your Assets in Case of a Divorce

These steps can help reduce financial risk and preserve your family’s wealth.
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Wednesday, April 15, 2026

How Disruption in the Strait of Hormuz Can Move Markets Fast

The Strait of Hormuz is more than an oil chokepoint—disruptions can ripple through energy markets, food inputs, and critical materials worldwide.
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Monday, April 13, 2026

A Business Owner’s Guide to the Spectrum of Liquidity Options

Explore liquidity options for founders. From dividend recaps to strategic sales, learn to balance post-transaction control with your short and long-term goals.
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