Featured perspective
Things Will Never Be Chill Again
Nancy Tengler examines the fears surrounding artificial intelligence and makes the case for American ingenuity, technological progress and innovation as forces for a better future.
Current thinking
Market commentary
Perspectives on the markets, economy and investment landscape from the Laffer Tengler team.
Latest commentary ·
AI’s next test: Turning investment into earnings
AI spending is substantial. Laffer Tengler Investments examines how companies are turning that commitment into revenue growth, productivity and earnings.
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Education and research
Explore research and educational perspectives designed to provide context around markets, investment strategies and portfolio decisions.
Research
How we research a company before investing
Two companies can have the same dividend yield for different reasons. We explain how valuation and fundamental research help us decide whether a company fits an equity strategy.
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Market Commentary
What happens when cheap debt comes due?
A low borrowing rate can buy a company time. When the debt comes due, cash flow and the timing of other payments help determine how much room it has to refinance.
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Education
Beyond the buildout: How AI adoption could reshape business productivity
From factory floors to financial services, companies are putting AI to work. We examine reported efficiency gains and what it takes to turn them into lasting economic value.
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Education
Beyond the yield: How interest rates shape bond decisions
A bond’s yield tells only part of the story. Explore how interest rates, credit risk, volatility and security structure shape fixed-income decisions.
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Education
Investment discipline: When conviction needs another look
A falling share price raises questions. Through a hypothetical company example, we explain how fundamental research helps investors test conviction and recognize when the facts have changed.
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Perspective
The AI Genie Is Unlikely to Go Back in the Bottle
Nancy Tengler sees the pause in AI model development as a hiccup. From construction to retail, businesses are already finding ways to use AI to improve productivity and lower costs.
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Evergreen resources
Explore our investment approach
Go deeper into the philosophy, research and investment process behind Laffer Tengler’s equity and income strategies.
LAFFER TENGLER
Equity Strategies
Narrative overview
Equity Strategies
Explore the objectives and portfolio roles of Laffer Tengler’s six equity and equity-linked strategies, and see how valuation and fundamental research guide each approach.
LAFFER TENGLER
Income Strategies
Narrative overview
Income Strategies
Explore the objectives and portfolio roles of Laffer Tengler’s three income strategies, which span actively managed fixed-income ETFs, individual bond portfolios and an approach designed to respond to changing inflation conditions.
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Financial professionals can request access to Laffer Tengler’s quarterly investment strategy fact sheets.
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