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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
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Exploring a range of subjects as diverse as our product lineup.
Introducing Charting Disruption: Outlook for 2026 and Beyond
Nov 03, 2025 •
By
Arelis Agosto
This year’s iteration of our flagship research project, Charting Disruption 2026, aims to shed a quantifiable light on what the future may hold.
The Next Big Theme: October 2025
Oct 17, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Robotics, Data Centers, HealthTech and Hydrogen.
Manufacturing Revival Creates Tailwinds for U.S. Infrastructure Spending
Oct 15, 2025 •
By
Madeline Ruid
The U.S. manufacturing footprint is expanding, potentially creating significant opportunities for companies across the infrastructure value chain.
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.
The Next Big Theme: August 2025
Aug 21, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, Defense Tech, AI, U.S. Infrastructure, Robotics, and FinTech.
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