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A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five. By Tejas Dessai
The Next Big Theme: June 2025
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water. By Ido Caspi
Why Video Games & Esports? Why HERO?
The gaming industry has been steadily recovering, fueled by strong consumer spending, sustained engagement, and rising profitability among leading companies. By Ido Caspi
Why Defense Tech? Why SHLD?
Defense tech is entering a new phase of growth, driven by rising military budgets and accelerating modernization efforts of advanced and emerging economies. By Tejas Dessai
Inflection Points: Rethinking Your Core
Markets’ current relative calm may be an ideal time to explore strategies for assessing core exposures and managing volatility. By Scott Helfstein