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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
Monthly Covered Call Commentary: September 2025
Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
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Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: September 2025
Sep 25, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, U.S. Infrastructure, Autonomous Vehicles, Robotics, U.S. Electrification and Cloud Computing.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
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.
The Next Big Theme: May 2024
May 17, 2024 •
By
Ido Caspi
This month, we discuss disruptive trends in Artificial Intelligence, Defense Technology, Cloud Computing, Robotics, CleanTech, and Video Games & Esports.
Inflection Points: The Fed vs. the Innovation Economy
May 08, 2024 •
By
Scott Helfstein
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions.
Cybersecurity Faces Transformation from Generative AI
Apr 02, 2024 •
By
Tejas Dessai
Growing attacks and the advent of Generative AI will likely present new growth opportunities for the cybersecurity theme in 2024.
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