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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
Dec 04, 2025
2026 Outlook
Dec 01, 2025
Commodities Tracker: November 2025
Dec 01, 2025
The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
The Next Big Theme: November 2025
Thematic Growth
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Articles
Exploring a range of subjects as diverse as our product lineup.
The Next Big Theme: January 2026
Jan 21, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.
CES 2026: Autonomous Driving Hits an Inflection Point
Jan 20, 2026 •
By
Madeline Ruid
Autonomous vehicles emerged as a dominant theme at CES 2026, underscoring how intelligence and automation are reshaping the future of mobility.
CES 2026: AI and Robotics Shift from Hype to Deployment
Jan 20, 2026 •
By
Ido Caspi
CES 2026 featured AI and robotics shifting to real deployment, driven by advancing semiconductors, industrial automation, and commercialized humanoid robots.
Inflection Points: Five Risks for 2026 Keeping Us Awake
Jan 14, 2026 •
By
Scott Helfstein
We see reason for continued optimism in 2026, but feel there are risks markets may not be pricing in.
A Thematic Playbook to Invest in the AI Ecosystem
Jan 08, 2026 •
By
Tejas Dessai
AI is driving a stack of interlinked technologies, from semiconductors to data centers to energy, shaping the next era of growth and innovation.
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