Longer views on the forces reshaping capital allocation.
Editorial pieces from the Manhattan West team — sector theses, macro frameworks, and investment commentary for sophisticated allocators.
How the Largest IPO in History Will Refine The Space Economy
Space has moved from niche theme to one of the fastest-growing institutionally investable sectors. The pending IPO of the world's most valuable private company is a catalyst — but the real story is what comes after.
Data Center Investments: From Terrestrial Constraints to Orbital Opportunity
Data centers are involved in almost every digital interaction, from streaming and e-commerce to banking and AI applications. As the AI revolution continues, current data centers are facing mounting structural constraints.
Fusing Private Markets With Global Energy Needs: The Case For Nuclear Fusion
The race to commercialize nuclear fusion is heating up. Discover how private companies, venture capital, and government fundings are shaping nuclear fusion investment.
Confidence is a Strategy: The Psychology of Staying Invested
Why do some investors buy high and sell low? It’s the same reason why some liquidate their investments andgo all in on one investment: emotions. Learn how emotions and investing are closely linked.
The Trillion-Dollar Convergence: How Retail Finance and Betting are Merging into Prediction Markets
Prediction markets are not just the latest digital fad; they represent the merging of two massive, fast-evolving industries of retail finance and regulated betting.
Hollywood, AI is Here to Stay
AI is not the first technological leap in Hollywood tospark an identity crisis. From “talkies” in the 1920s to CGI in the 1990s, the same question returns: who will be replaced?
The Expanding Frontier: Investing In The Space Economy
As the global space economy transitions from a government domain into a commercial and private investment frontier, investors are looking far beyond our atmosphere.
Investing in Immortality: The Next Breakthrough Market
Humans have always had a fascination with living forever, and new breakthroughs in medicine...
AI Copyright & the Death of Intellectual Property
The rise of generative AI is colliding with copyright law in ways that could...
AI Weaponization & Autonomous Warfare
Artificial Intelligence is reshaping modern warfare in ways that challenge longstanding ethical, legal, and...
Shorter reactions live in Insights.
Perspectives are longer by design. When a topic warrants a quick reaction — a portfolio company funding round, a regulatory ruling — it goes to Insights.