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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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The Next Big Theme: November 2025
2026 Outlook
Commodities Tracker: November 2025
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Exploring a range of subjects as diverse as our product lineup.
Commodities Tracker: December 2025
Dec 31, 2025 •
By
Kenny Zhu
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
The Next Big Theme: December 2025
Dec 18, 2025 •
By
Ido Caspi
This month, we discuss disruptive trends in U.S. Electrification, AI, Defense Tech, AI Semiconductors, HealthTech and E-commerce.
Introducing AUAU: The Case for Gold Miners
Dec 10, 2025 •
By
Kenny Zhu
AUAU offers passive exposure to companies involved in the global gold mining industry by tracking the NYSE Arca Gold Miners Index.
Monthly Covered Call Commentary: December 2025
Dec 09, 2025 •
By
Robert J. Scrudato
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Quarterly Preferred Report: Q3 2025
Dec 09, 2025 •
By
Robert J. Scrudato
Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.
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