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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Mar 04, 2026
Iranian Revelation: Strategic Tops Tactical
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The Next Big Theme: February 2026
Dec 04, 2025
2026 Outlook
Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
2026 Outlook
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Exploring a range of subjects as diverse as our product lineup.
Quarterly Preferred Report: Q1 2026
Jun 15, 2026 •
By
Robert J. Scrudato
Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.
The Next Big Theme: June 2026
Jun 15, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Data Centers, U.S. Electrification, Defense Tech, U.S. Infrastructure, and Cybersecurity.
Commodities Tracker: May 2026
Jun 10, 2026 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
Monthly Covered Call Commentary: June 2026
Jun 04, 2026 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Data Center Operators: AI’s Underappreciated Winners
Jun 03, 2026 •
By
Tejas Dessai
Growing AI-compute demand and scarce powered capacity should support connected data center operators with ready-to-scale facilities.
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