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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
Electrification
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Articles
Exploring a range of subjects as diverse as our product lineup.
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.
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: June 2025
Jun 26, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, HealthTech, U.S. Electrification and Clean Water.
Monthly Covered Call Commentary: April 2025
Apr 09, 2025 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
