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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
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The Next Big Theme: August 2026
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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
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Articles
Exploring a range of subjects as diverse as our product lineup.
From Promise to Progress: The U.S. Reshoring Story Finds Cyclical Footing
Jun 30, 2026 •
By
Tejas Dessai
The gap between strategic ambition and execution may finally be narrowing, as U.S. manufacturing activity shows early signs of momentum.
Why U.S. Electrification? Why ZAP?
Jan 02, 2026 •
By
Madeline Ruid
U.S. electricity demand is forecast to increase due to AI data centers, EVs, and manufacturing, creating potential opportunities for investors.
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.
Electrification: Securing Power for Advancing Technologies
Nov 03, 2025 •
By
Madeline Ruid
Meeting future power needs could require large-scale deployment of nuclear power, renewables, next-gen energy storage systems, and hydrogen-powered solutions.
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.
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