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Capital Perspectives November 2021

Tony Roth |
Investment Management
Capital Perspectives

In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he likens investing to driving, with visibility as to our destination nine to twelve months from now, but not necessarily clarity on how we’ll get there. The near-term fogginess is linked to the uncertainty around the answers to these three important questions: Where are the workers? When will supply chain traffic jams clear? How high will U.S.

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Special Purpose Acquisition Companies—A Blank Check for Success?

Jordan Strauss, CFA |
Investment Management

Special purpose acquisition companies (SPACs) have been around for decades, but in the spring of 2020, they became an extremely popular alternative route for private companies to go public. The subsequent record-breaking surge in SPAC issuance and merger activity that followed was astounding by all measures and led 2020 to be widely dubbed, “the year of the SPAC.

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