Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Thursday, March 26, 2026

The “Software Apocalypse” Narrative: Fact or Fiction?

Shares of mega-cap software companies recently fell amid fears that agentic AI could replace them entirely. Here’s why those concerns may be overblown and how to spot the real AI winners.
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Wednesday, March 25, 2026

Why Industry-Specific AI Wins Where General Models Fall Short

Generalist AI grabs headlines—but vertical AI captures value. The next generation of durable software platforms will be built on domain expertise, proprietary data, and deeply embedded workflows.
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Wednesday, March 25, 2026

The Urgent Case for Electrical Grid Modernization

In an era of multipolar competition, energy is vital to security. The U.S. grid faces rising demand, policy distortions, and declining dispatchable capacity.
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Friday, March 20, 2026

The Multi-Billion Dollar Price Tag of U.S. Rare Earth Independence

As geopolitical risks rise, the U.S. is pouring capital into building a domestic rare earth supply chain—an effort with massive costs, tight timelines, and significant investment implications.
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Tuesday, March 17, 2026

How Continuous Glucose Monitoring Could Expand, Reaching Millions More People with Type 2 Diabetes

A largely untapped type 2 diabetes population could reshape the future of continuous glucose monitoring, creating a $4 billion opportunity.
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Thursday, March 12, 2026

Engineering Immune Cells Inside the Body

By engineering immune cells directly inside a patient, in vivo CAR-T is cutting costs, complexity, and time.
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Thursday, March 12, 2026

Navigating Geopolitical and Economic Power Struggles

Global power shifts are reshaping markets. Learn how investors can manage volatility and identify opportunities in a rapidly changing economic landscape.
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Tuesday, March 10, 2026

Labor Market Resilience: Why The “Shortage” Isn’t Slowing Down

With real implications for investors, labor scarcity is shaping the 2026 outlook, as demographics, policy, and technology impact wages, productivity, and inflation.
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Monday, March 2, 2026

Revolutionizing Cross-Border Business Payments

A faster, cheaper, always-on way to move money—stablecoins are transforming cross-border commerce.
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Thursday, February 26, 2026

Political Pressure and the Fragile Independence of the Fed

Political pressure and rising debt are quietly testing the Federal Reserve’s independence, having potentially profound implications for inflation and markets.
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