The Treasury Curve’s Warning

In the U.S., sovereign debt has posted negative YTD returns, while high yield debt is outperforming its investment grade (IG) peers, trailing only leveraged loans.

A Quick Guide to IPOs

We love writing about rockets, artificial intelligence, and space in general, this piece is not about SpaceX, Anthropic, or any individual company. Instead, it examines a broader question: what does history tell us about investing in IPOs?

Hedge Funds: Are We Situationally Aware?

Hedge funds are among the financial market’s most mythologized institutions, shaped by the reputations of legendary investors such as Ken Griffin, Ray Dalio, and George Soros.

Latin America: Where Currencies, Commodities, and Earnings Converge

So far in 2026, global investors have navigated an investment landscape fraught with heightened volatility and uncertainty.

Summer (Intern) Report: Are Sports Now an Investable Asset Class?

Professional sports franchises have opened to institutional capital, turning teams once treated as billionaire trophies into a fast-growing alternative asset class.

Between Great Expectations and Wuthering Heights: U.S. Equity Markets Kick Off Earnings Season

When we look at the 12-month forward EPS growth forecast for the S&P 500, it stands at approximately 24%, the highest figure going into an earnings season outside of post-recession periods.

Not everything that sh(AI)nes is gold

AI has been one of 2026’s defining investment themes. Its increasing adoption has driven up energy demand, business capital expenditure, and investor interest in assets linked to this technology.

Hydration Break: El Super Niño

This is currently very relevant, after the meteorological community announced that yet another El Niño began last June.

› Q3 Launch: Macro Backdrop and Market Outlook

› Sizing the Opportunity: The Space Economy’s Expanding TAM

› Public Equity Opportunities: Listed Space, Aerospace, Defense, and Enabling Technologies

› The Physical Economy of Space: Infrastructure, Real Assets, and Commercial Adoption

The 2026 FIFA World Cup: The Beautiful Game-Supersized

If the World Cup has always been football’s grandest stage, then 2026 is shaping up to be its blockbuster reboot— bigger cast, longer runtime, and a budget that would make Hollywood jealous.

The Trillion-Dollar Club

In August 2018, Apple became the first company in history to surpass a market capitalization of $1 trillion, marking the beginning of one of the most significant periods of wealth creation in public markets.

SpaceX: The Final (Corporate) Frontier

The purpose of this piece is to provide a deeper analysis of what could become the largest IPO in history “from this planet.”