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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
Monthly Covered Call Commentary: September 2025
Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
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Exploring a range of subjects as diverse as our product lineup.
Inflection Points: Tariffs in the Wind
Oct 22, 2025 •
By
Scott Helfstein
There’s a lot to unpack with tariffs. Here we break down potential implications across the economy, markets, and investment themes.
Why Copper? Why COPX?
Oct 20, 2025 •
By
Trevor Yates
We believe evolving demand drivers and challenged supply make copper miners an interesting investment opportunity.
The Next Big Theme: October 2025
Oct 17, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
Manufacturing Revival Creates Tailwinds for U.S. Infrastructure Spending
Oct 15, 2025 •
By
Madeline Ruid
The U.S. manufacturing footprint is expanding, potentially creating significant opportunities for companies across the infrastructure value chain.
GXIG: Seeking to Unlock Value Using AI in Investment Management
Oct 13, 2025 •
By
Robert J. Scrudato
Our active ETF seeks broad access to high-quality debt securities while addressing the potential structural inefficiencies of passive index strategies.
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