In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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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.
Declining costs and technical progress have made commercial space businesses more economically viable, creating diverse investment opportunities.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
Why the AI wave’s unique dynamics distinguish it from the dotcom era.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.