Software Volatility: Separating Noise from Signal
Software has become the market’s latest AI-disruption punching bag. The concern is simple: if AI agents can complete ...
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Software has become the market’s latest AI-disruption punching bag. The concern is simple: if AI agents can complete ...
We believe volatility towards the end of 2025 has masked the underlying strength of the Defense Tech theme. ...
We believe the adoption of efficient lighting offers a blueprint to understand AI’s future. When energy-efficient lightbulbs entered ...
Amid rising geopolitical tensions, Europe finds itself at a critical juncture in its security strategy. Long reliant on ...
This piece is part of a series that dives deeper into the most prevalent themes of this ...
This piece is part of a series that dives deeper into the most prevalent themes of this year’s ...
This piece is part of a series that dives deeper into the most prevalent themes of this year’s ...
Donald Trump’s second term as President of the United States, which will begin alongside Republican control of the ...
Sentiment around FinTech has turned positive after a challenging period, and we believe that several converging secular trends ...
Artificial intelligence (AI) is beginning to drive substantial top-line growth for technology companies beyond the semiconductor sector, creating ...
Guidance from U.S. infrastructure companies continues to point to 2024 as the beginning of potentially powerful overlapping effects ...
The season of good tidings and joy is upon us once again, and along with that comes the ...
On November 30, 2022, OpenAI publicly launched ChatGPT and kicked off the generative artificial intelligence (AI) boom that ...
Data center investment in new capacity construction and absorption is surging in North America.1 With data center vacancy rates ...
We believe the healthcare system is at a turning point, leveraging digital health technologies to render longstanding inefficiencies ...
Economic growth that’s not only a result but also a deliberate pursuit is differentiated economic growth. So one ...
Within the unrelentingly complex realm of digital assets, stablecoins are a refreshingly simple concept. In short, their goal ...
After a nearly two-year pause, the Initial Public Offering (IPO) markets have come to life in the second ...
Cloud computing companies are charting a recovery following a tough 18-month period characterized by challenging macro conditions and ...
Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy ...
Vox Media’s annual Code Conference is positioned as an opportunity for tech and business leaders to talk about ...
The Fed might not be the most important game in town for the global financial markets these days. ...
Here’s a heartening piece of news: We’re living longer! Back in 1950, the world’s average life expectancy was ...
Since its passage in August 2022, the Inflation Reduction Act (IRA) has been instrumental in boosting cleantech growth ...
Figuring out what to focus on can be hard for those in the business of financial markets and ...
Lithium is the undisputed key raw material in battery technology. With demand expected to skyrocket from 1.2 million ...
Mentions of artificial intelligence (AI) in first quarter 2023 earnings calls surged 77% and that number is likely ...
The structural readjustment of supply chains and the generative AI boom could create exciting new opportunities for Japanese ...
The recession that wasn’t. The 20% equity correction that wasn’t. The earnings cliff that wasn’t. The stalling corporate ...
Rare earth elements’ special properties make them essential to the digital and clean energy transitions. Here, we provide ...
Artificial intelligence may be revolutionary, but it’s not possible without specialized hardware, creating a large potential opportunity for ...
Consumer use of the Metaverse tends to capture the headlines, but industrial applications likely represent a potential near-term ...
The path of least resistance for the equity markets may actually be higher from here. Even with their ...
Social media platforms continue to cement their role in the lives of everyday consumers, despite receding COVID-19 tailwinds. ...
Earnings seasons usually provide important data, both on how companies faired in the prior quarter and perhaps more ...
On April 20, Chile’s President Gabriel Boric asserted that he would move forward with plans to nationalize the ...
I started the year with strong conviction that the market’s most likely path was higher. This view was ...
Many companies know the future needs to be green, so they’re accelerating their sustainability efforts to promote climate ...
Large language models (LLMs) like GPT-3, the underlying technology behind OpenAI’s immensely popular ChatGPT, are smarter by several ...
The low-carbon hydrogen market is growing quickly as government policy support ramps up and production scales to help ...
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping ...
It’s not often we see technologies gain exponential adoption and attention in a very short time frame the ...
The adoption of renewable energy is accelerating, particularly wind and solar power, as governments and corporations ramp up ...
Battery technology is top of mind as demand for consumer electronics, energy storage, and especially electric vehicles (EVs) ...
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping ...
2022 marked the 60th anniversary of the world’s first industrial robot. Not too long thereafter, in the early ...
The economy is likely to weaken in 2023 as the Fed raises rates with market turbulence potentially persisting ...
Every hour, the Earth receives enough energy from the sun to cover the world’s entire annual energy ...
The $550 billion in new spending that the Infrastructure Investment and Jobs Act (IIJA) directs toward traditional ...
The COVID-19 pandemic was fuel for the economy’s digitization. Rapid adoption of cloud, multiplication of devices, and increase ...
Director of Research Pedro Palandrani explains the two-step process behind thematic investing and how we approach launching new ...
In October 2022, prices for battery grade lithium carbonate in China hit an all-time high of $74,475 per ...
We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic ...
Growing competition for user attention, a weaker economy, and rising inflation are all hurdles for social media companies ...
Recent technological advancements in artificial intelligence (AI) have companies diversifying their revenue streams across the value chain. Firms ...
On 12 August 2022, the House passed the landmark Inflation Reduction Act (IRA), a reconciliation package that represents ...
The adoption of renewable energy is accelerating globally, particularly wind and solar power, as governments and corporations work ...
Recent earnings from cloud computing leaders indicate that underlying sales growth is robust and exceeding market expectations. Hyperscalers ...
More than 3.5 billion people currently experience water scarcity, and 10% of the global population lives in countries ...
Israel is at the center of the global cybersecurity ecosystem. Spurred by record funding in 2021, we view ...
Editor’s Note: Hover over terms in sea green for a pop-out glossary definition. Full glossary also included at the end with ...
Data center and cellular tower REITs form the backbone of the digital and wireless technologies that we use ...
How does the social commerce phenomenon leverage social networking to completely transform the e-commerce landscape?
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