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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.
The Next Big Theme: July 2026
Jul 16, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Space Tech, Data Centers, U.S. Infrastructure, U.S. Electrification, Health Tech and Climate Tech.
Master Limited Partnership (MLP) Tax Primer
Jul 15, 2026 •
By
Kenny Zhu
Our MLP Tax Primer covers some of the tax implications of investing in MLPs and investment vehicles that hold MLPs.
Monthly Covered Call Commentary: July 2026
Jul 14, 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.
Energy Playbook: Navigating the Global Supercycle
Jul 10, 2026 •
By
Kenny Zhu
and
Madeline Ruid
Electrification, energy infrastructure, alternative power, and critical materials are converging into what we believe is a multi-decade supercycle.
Commodities Tracker: June 2026
Jul 10, 2026 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
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