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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
Jul 22, 2026
A Big Picture Approach to Investing in Corporate Governance – What A ‘Capital’ Idea
Aug 13, 2026
The Next Big Theme: August 2026
Jul 21, 2026
Commodity Catchup: How to Protect Against Inflation, Own it
A Big Picture Approach to Investing in Corporate Governance – What A ‘Capital’ Idea
The Next Big Theme: August 2026
Commodity Catchup: How to Protect Against Inflation, Own it
Artificial Intelligence
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: August 2026
Aug 13, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Semiconductors, Defense Tech, U.S. Infrastructure, AI and Autonomous Driving.
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.
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.
The Next Big Theme: May 2026
May 15, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Cybersecurity, U.S. Infrastructure, Hydrogen, Semiconductors, and E-commerce.
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