Explore Every Angle

The conflict in Iran is adding pressure to already tight defense stockpiles, which could accelerate procurement cycles and boost fundamentals.

Kevin Warsh’s nomination as the next Fed Chair rattled markets, but we believe simply labeling him an inflation hawk is too simplistic.

The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.

The Blockchain theme is reaccelerating with digital-asset regulation, institutional participation, and AI ecosystem alignment.

This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.