ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah highlights manufacturing, defence, AI, aerospace, and energy transition as key themes for the next decade. He believes these sectors offer significant alpha opportunities, often remaining under-owned and under-appreciated by the broader market.
Fed’s Jefferson urges patience on rates; Kashkari sees more hikes ahead
Federal Reserve Vice Chair Philip Jefferson stated that he sees no immediate need for further interest rate adjustments. He emphasized that future decisions would depend
October 1, 2026