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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Dec 04, 2025
2026 Outlook
Dec 01, 2025
Commodities Tracker: November 2025
Dec 01, 2025
The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
Thematic Growth
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Articles
Exploring a range of subjects as diverse as our product lineup.
A Thematic Playbook to Invest in the AI Ecosystem
Jan 08, 2026 •
By
Tejas Dessai
AI is driving a stack of interlinked technologies, from semiconductors to data centers to energy, shaping the next era of growth and innovation.
Defense Tech Enters 2026 with Strengthening Fundamentals
Jan 05, 2026 •
By
Tejas Dessai
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.
Why U.S. Electrification? Why ZAP?
Jan 02, 2026 •
By
Madeline Ruid
U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.
The Next Big Theme: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
Blockchain Accelerates as Innovation Meets Regulatory Clarity
Dec 01, 2025 •
By
Ido Caspi
The Blockchain theme is reaccelerating with digital-asset regulation, institutional participation, and AI ecosystem alignment.
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