Explore Every Angle

Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jan 07, 2026By
Like Treasuries, our new ETFs offer low default risk, but with a structure that can free up capital and potentially improve financial flexibility.
Jan 05, 2026By
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.
Jan 02, 2026By
U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.
Dec 31, 2025By
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
Dec 18, 2025By
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.