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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Jan 08, 2026By
AI is driving a stack of interlinked technologies, from semiconductors to data centers to energy, shaping the next era of growth and innovation.
Jan 08, 2026By
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Jan 07, 2026By
Like Treasuries, our new ETFs offer low default risk, but with a structure that can free up capital and potentially improve financial flexibility.
Jan 05, 2026By
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.
Jan 02, 2026By
U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.