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It’s been a bumpy road for U.S. manufacturing but there are early signs of improvement, and trucks, rails and even parcel carriers will eventually see swifter movement

The U.S. aerospace and defense industry has faced challenges ranging from labor to quality control. We see it reascending with a digital-first approach.

By converting conventional breeding into a laboratory process, gene editing can transform agricultural markets, lower crop prices and devalue fertilizer and chemicals.

Machinery investors are navigating a complex landscape. Construction of data centers and manufacturing plants is at record levels, while warehouses and hospitality are weak.

The role of endpoint security has dramatically expanded. Not just a replacement for antivirus software, it is a sophisticated solution for a wide range of security functions.

The adoption curve of AI phones could be faster than with smartphones. Advanced machine learning will offer superior personal assistance, language processing, AR/VR and more.

Post-COVID, a digital transformation is sweeping restaurants, reducing errors and waste while driving efficiencies “back of the house” in staffing and food production.

We’re bullish on auto insurers and strong pricing. A step down in vehicle and repair pricing could mean more competition but we believe that’s more of a risk in ’25 or ’26.