A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
NVIDIA assuages investor concerns around the AI bubble.
Can good leadership redefine the potential for smaller companies in Europe's evolving political landscape?
How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.