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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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What’s Trending
Dec 04, 2025
2026 Outlook
Jan 14, 2026
Inflection Points: Five Risks for 2026 Keeping Us Awake
Jan 21, 2026
The Next Big Theme: January 2026
2026 Outlook
Inflection Points: Five Risks for 2026 Keeping Us Awake
The Next Big Theme: January 2026
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Articles
Exploring a range of subjects as diverse as our product lineup.
Colombia: Value, Votes, and a Venezuelan Tailwind
Feb 27, 2026 •
By
Paul Dmitriev
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Quarterly MLP Commentary: Q4 2025
Feb 26, 2026 •
By
Kenny Zhu
Our MLP Quarterly Report covers recent developments driving the midstream oil & gas market and key metrics related to Master Limited Partnerships.
From Reform to Re-Rating: South America’s Emerging Investment Opportunity
Feb 24, 2026 •
By
W. Malcolm Dorson
and
Trevor Yates
A more market-friendly political environment, commodity exposure, and easier monetary policy could position South American equities well in 2026 and beyond.
Software Volatility: Separating Noise from Signal
Feb 20, 2026 •
By
Tejas Dessai
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
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