Research
Research library
Source-backed research notes translate current economic and company evidence into portfolio decisions.
Current research
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Technology 2026.09.21
AI capital spending moves into the physical stack
Compute demand now reaches semiconductors, power equipment, cooling, networks and construction capacity.
Infrastructure 2026.09.08
Electricity becomes a growth constraint
Data centers, advanced manufacturing and electrification are reviving demand in mature power markets.
Fixed income 2026.08.26
Higher-for-longer changes the job of bonds
Income is attractive again, but duration and inflation risk require active sizing rather than passive extension.
Asia 2026.08.11
Asia's manufacturing intelligence stack
Foundry capacity, automation and power systems form an interdependent productivity chain across Asia.
Evidence hierarchy
Regulatory filings and official statistics come first, followed by management disclosures, supplier checks and market-derived data. Every note separates sourced facts from portfolio interpretation.