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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jul 16, 2026
The Next Big Theme: July 2026
Jul 14, 2026
Monthly Covered Call Commentary: July 2026
Jun 30, 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
The Next Big Theme: July 2026
Monthly Covered Call Commentary: July 2026
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
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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.
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
Jun 30, 2026 •
By
Tejas Dessai
The gap between strategic ambition and execution may finally be narrowing, as U.S. manufacturing activity shows early signs of momentum.
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.
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.
AI Does Not Kill Cybersecurity, It Enhances the Opportunity
May 15, 2026 •
By
Ido Caspi
AI expands cyber complexity and attack surfaces, driving higher security demand—making cybersecurity a potential beneficiary, not a casualty, of AI.
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