Investment Perspectives

Investment Perspectives explores emerging themes shaping opportunity—concise, forward-looking letters designed to inform conviction, inspire action, and connect market vision with strategic investment outcomes.

Bitcoin

January 13, 2026
Bitcoin: The Weighing Machine Paradox

2025 in Review

December 30, 2025
2025 in Review: When Process Mattered Most

AI Infrastructure Race

October 10, 2025
The AI Infrastructure Race: Why Asia Represents the Next Frontier

The Coming AI Divide

September 26, 2025
The Coming AI Divide: Leaders, Laggards, and Legacy

Tariff Wars

April 3, 2025
Tariff Wars: Investment Impact and Opportunities

Auto Tariffs

March 27, 2025
Auto Tariffs and the Reshoring Crossroads: Economic Ripples and Sector Implications

Nuclear Power’s Resurgence

March 3, 2025
Nuclear Power’s Resurgence: Energy Independence and the AI Infrastructure Imperative

2025 Outlook

February 27, 2025
2025 Outlook: Navigating Tariffs, AI Transitions, and the Next Market Cycle

Catching the Next Phase of AI

December 5, 2024
Catching the Next Wave of AI Value Creation: From Infrastructure to Application

Election 2024

October 28, 2024
Election 2024: Policy Divergence and Sector-Level Market Implications

Artificial Intelligence Opportunities

June 6, 2024
Artificial Intelligence Opportunities: Mapping the Stack, Disruption, and Long-Term Investment Pathways