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Alas, Free Cash Flow I Knew You Well
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Benjamin Lavine
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Brazil: Potential Positive Asymmetry Into the October Election
Paul Dmitriev
Emerging Market Bonds: A Market Reshaped, A Case Renewed
Multiple authors
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Scott Helfstein
Inflection Points: Mapping the Midterms
Scott Helfstein
We cut through the noise and economic contradictions to provide actionable insights on our highest-conviction investment themes.
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Curated perspectives on ETF markets, themes, and income strategies — delivered on a schedule that respects your time.
148 articles
Alas, Free Cash Flow I Knew You Well
Benjamin Lavine
Emerging Market Bonds: A Market Reshaped, A Case Renewed
Multiple authors
Brazil: Potential Positive Asymmetry Into the October Election
Paul Dmitriev
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Scott Helfstein
Why Emerging Markets? Why EMC?
Multiple authors
Why EM Ex-China? Why EMM?
Malcolm Dorson
Why India? And Why NDIA?
Multiple authors
Replenishment Is Extending the Defense Tech Earnings Runway
Tejas Dessai
Why Brazil? Why BRAZ?
Multiple authors
Through the Systematic Lens: Thematic Equity: Factor Landscape (August 2026)
Benjamin Lavine
Showing 10 of 148 items
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Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
Scott Helfstein
Inflection Points: Mapping the Midterms
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
Scott Helfstein
Inflection Points: When Push Comes to Shove: Investing with the Return of Mercantilism
Scott Helfstein
Inflection Points: The Circular Logic of Secular Rotations
Scott Helfstein
We believe India’s favorable demographics, reforms, and digital transformation may support long-term growth opportunities for active investors.
Depleted stockpiles are accelerating procurement, adding to defense tech earnings tailwinds from broader defense modernization.
We believe Brazil’s current backdrop of attractive valuations, monetary easing, and upcoming elections creates a timely opportunity for active investing.
This month highlights semiconductors/quantum computing as one of the top trending themes and hydrogen as an out-of-favor-theme showing possible recovery.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
With Election Day approaching, we highlight scenarios for the U.S. midterms that could affect markets and certain investment themes more than others.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
We believe Emerging Market debt has evolved into a higher-quality asset class capable of providing meaningful portfolio diversification.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.
EM ex-China is attracting attention as investors look beyond China to opportunities in technology, demographics, and supply chain shifts.
Geopolitical tensions are driving a shift toward modern mercantilism, reshaping markets and investor strategy.
Pairing the cyclical trade with continued exposure to AI growth seems like a reasonable way to navigate the market’s current distortions.
Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.
We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
