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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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2026 Outlook
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The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
Defense Tech
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Articles
Exploring a range of subjects as diverse as our product lineup.
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.
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.
Rare Earths: The Innovation Economy’s Critical Chokepoint
Nov 10, 2025 •
By
Tejas Dessai
Rare earth elements are in focus as geopolitics and innovation create dual pressures on global supply chains.
Defense Technology: Shielding the Modern World
Nov 03, 2025 •
By
Ido Caspi
The global defense sector is entering a new era, driven by intensifying geopolitical pressures and a structural shift toward tech-led military capabilities.
The Next Big Theme: October 2025
Oct 17, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
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