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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
Oct 30, 2025
Monthly Covered Call Commentary: November 2025
Oct 22, 2025
Inflection Points: Tariffs in the Wind
Oct 17, 2025
The Next Big Theme: October 2025
Monthly Covered Call Commentary: November 2025
Inflection Points: Tariffs in the Wind
The Next Big Theme: October 2025
Cloud Computing
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Articles
Exploring a range of subjects as diverse as our product lineup.
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.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
The Next Big Theme: May 2024
May 17, 2024 •
By
Ido Caspi
This month, we discuss disruptive trends in Artificial Intelligence, Defense Technology, Cloud Computing, Robotics, CleanTech, and Video Games & Esports.
Inflection Points: The Fed vs. the Innovation Economy
May 08, 2024 •
By
Scott Helfstein
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions.
Cybersecurity Faces Transformation from Generative AI
Apr 02, 2024 •
By
Tejas Dessai
Growing attacks and the advent of Generative AI will likely present new growth opportunities for the cybersecurity theme in 2024.
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