Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Articles
Exploring a range of subjects as diverse as our product lineup.
Growing investments and policies targeted towards reshoring of manufacturing are likely to accelerate multiple structural shifts in the coming years. By Tejas Dessai
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments. By Robert J. Scrudato
2025 is shaping up to be the year of agentic AI, which we believe can catalyze further cloud computing growth. By Ido Caspi
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Data Centers, FinTech, and Robotics. By Ido Caspi
Despite some near-term challenges, we think the long-term EV growth outlook is positive, with companies throughout the EV value chain likely to benefit. By Madeline Ruid