Thematic Primer

Foundational Insights Driving Our Investment Strategy. Uncovering Megatrends Shaping Tomorrow’s Markets.

May 16, 2025

Thematic Primer: Humanoid Robots

April 22, 2025

Thematic Primer: Artificial Intelligence, Phase 2

March 30, 2025

Haves vs. Have Nots

March 5, 2025

European Fiscal Primacy

December 19, 2024

25 Trades for 2025

September 30, 2024

Analytical Frameworks: Evaluating Payments

August 26, 2024

Can You Hear Me Now?

August 7, 2024

Healthcare’s Cyclical Inflection

July 3, 2024

Interconnects 101

June 5, 2024

The Utility of Bubbles: The Intersection of Fiscal & AI

May 7, 2024

High Quality H2O

March 5, 2024

Election 2024: Investment Implications & Preparations

December 21, 2023

24 Trades for 2024

October 20, 2023

OKTA Short & Cybersecurity Longs, Hacking Risk Frameworks

September 29, 2023

Analytical Frameworks: Evaluating Banks & Insurers

September 18, 2023

US Fiscal Primacy

August 24, 2023

China at the Crossroads

July 11, 2023

Upgrading from Overweight: The Effects of GLP-1 Drugs on the Investment Landscape

May 31, 2023