AI Competition and the Software Investment Narrative
AI has introduced uncertainty into enterprise software by inserting a powerful new layer between users and traditional applications.
The State of Real Estate
Real estate prices and rents are top of mind these days. From the long-anticipated CRE problems to the resiliency of the housing market, there is much newsworthy material.
Innovation & Transformation: Investing in AI
Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure. At Crawford, we can take advantage of these opportunities by identifying individual companies that both meet our quality requirements AND participate in these secular growth markets.
The Fab-ulous Capital Spending Boom
One of the strikingly positive aspects of our economy today is the capital spending boom.
Pharma Industry's DNA Imparts Quality
Over the last 30 years, pharmaceutical companies have experienced periods of significant outperformance, mainly around scientific advancement with products in new disease areas, but also during times when the economy lagged.
Generative AI: Generating Investment Opportunity
In November, the release of OpenAI’s ChatGPT marked the beginning of the commercial phase of the global race in artificial intelligence.
Real Estate Investing with a Private Equity Mindset
At Crawford, we will continue to invest in publicly traded real estate with a private equity mindset, while offering something many others cannot provide everyone today: liquidity.
Putin's Blunder: The Catalyst for U.S. LNG Dominance
The U.S. has more LNG export capacity and has exported more LNG than any other country. How is Crawford participating?
REITs for the Long Run
REITs are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology.
Banking on Inflation
Selectively chosen bank stocks can play an important role in protecting investor portfolios against inflation and rising interest rates.
Demise of the Mall
With the secular trend of e-commerce continuing to grow at the expense of traditional retail, we find what we believe is a long-term investable theme.
Electric Vehicles: Driving Investment Opportunity
Given the rapid adoption of electric vehicle technologies, it’s an exciting time to be an investor in industrial and technology companies.
