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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
Feb 18, 2026
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.
Why a Good Theme Can Deliver the Best Defense
Apr 23, 2026 •
By
Tejas Dessai
In volatile markets, thematic strategies can offer a rare mix of resilience and potential structural growth.
Inflection Points: When Push Comes to Shove: Investing with the Return of Mercantilism
Apr 23, 2026 •
By
Scott Helfstein
Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.
The Next Big Theme: April 2026
Apr 20, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Defense Tech, AI, Data Centers, U.S. Infrastructure, Space Tech, and Robotics.
Monthly Covered Call Commentary: April 2026
Apr 17, 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.
Introducing ORBX: The Case for Space Tech
Apr 15, 2026 •
By
Ido Caspi
The space industry is shifting to a commercially viable market, fueled by lower launch costs and satellite scaling, unlocking a trillion-dollar opportunity.
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