Economic Trends
Explore observations on markets and the global economy from our investment professionals.
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Thematic Investing Blog
Nick FrasseAssociate Product Manager
April 02, 2025
Read Time 5 MIN
From AI to data centers, the semiconductor industry is at the core of technological innovation. Here’s a look at the top semiconductor companies shaping the market in 2025.
Thematic Investing Blog
March 31, 2025
Read Time 6 MIN
This blog explores the top robotics companies revolutionizing the sector, the industries being impacted, and key investment trends shaping the future of robotics.
Thematic Investing Blog
Nick FrasseProduct Manager
March 21, 2025
Read Time 4 MIN
AI-driven growth remains strong for the semiconductor industry, led by NVIDIA, Micron, and Intel. However, geopolitical tensions are reshaping supply chains, as seen in TSMC’s Arizona expansion.
Thematic Investing Blog
March 21, 2025
Read Time 6 MIN
Markets faced turbulence following concerns about tariffs and an economic slowdown. Celsius surged while tech stocks and Trump Media struggled.
Thematic Investing Blog
Michael CohickDirector of Product Management
March 20, 2025
Read Time 5 MIN
Tariffs may raise costs for retailers, impact consumers’ purchasing behavior, and drive market volatility. Understanding how retailers adapt can help investors navigate this environment.
Thematic Investing Blog
Nick FrasseProduct Manager
March 04, 2025
Read Time 3 MIN
Following Nvidia’s recent earnings report, we discuss the rapid evolution of AI-driven semiconductor demand and the broader implications for the semiconductor industry and investors.
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