Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Friday, March 20, 2026

The Multi-Billion Dollar Price Tag of U.S. Rare Earth Independence

As geopolitical risks rise, the U.S. is pouring capital into building a domestic rare earth supply chain—an effort with massive costs, tight timelines, and significant investment implications.
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Tuesday, March 17, 2026

How Continuous Glucose Monitoring Could Expand, Reaching Millions More People with Type 2 Diabetes

A largely untapped type 2 diabetes population could reshape the future of continuous glucose monitoring, creating a $4 billion opportunity.
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Thursday, March 12, 2026

Engineering Immune Cells Inside the Body

By engineering immune cells directly inside a patient, in vivo CAR-T is cutting costs, complexity, and time.
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Thursday, March 12, 2026

Navigating Geopolitical and Economic Power Struggles

Global power shifts are reshaping markets. Learn how investors can manage volatility and identify opportunities in a rapidly changing economic landscape.
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Tuesday, March 10, 2026

Labor Market Resilience: Why The “Shortage” Isn’t Slowing Down

With real implications for investors, labor scarcity is shaping the 2026 outlook, as demographics, policy, and technology impact wages, productivity, and inflation.
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Monday, March 2, 2026

Revolutionizing Cross-Border Business Payments

A faster, cheaper, always-on way to move money—stablecoins are transforming cross-border commerce.
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Thursday, February 26, 2026

Political Pressure and the Fragile Independence of the Fed

Political pressure and rising debt are quietly testing the Federal Reserve’s independence, having potentially profound implications for inflation and markets.
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Wednesday, February 25, 2026

AI and the Future of Healthcare Billing: A Breakthrough for Providers and Investors

By automating routine tasks, AI streamlines operations, reduces manual labor, accelerates payment cycles, and more.
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Wednesday, February 25, 2026

Is AI Driving the Productivity Boom?

While AI’s most significant impact may be yet to come, today’s productivity surge is driven less by artificial intelligence and more by post-pandemic investment cycles and tightening labor markets.
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Friday, February 20, 2026

Rare Earths: Navigating China’s Restrictions and the U.S. Response

The Department of Defense has invested more than $439 million in rare earth projects since 2020. Learn more about how these elements are essential to modern technology.
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