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