The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Back to Earth
“Every time we fall to pieces, we build something new out of the hurt” – Back to Earth, Steve Aoki, 2014 That didn’t take…
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The Memory Squeeze
The AI boom’s biggest supply constraint right now isn’t GPUs. It’s memory. Every AI server in every data center powering tools like…
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Market Momentum
In this week’s GVA Market Insights, our Asset Management team explores: Equity markets have surged over 10% since April 1st amid strong…
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Avoiding the Fate of the Dinosaurs
For the first time in years, the IPO market is generating legitimate buzz rather than cautious optimism. The second half of 2026…
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The Power
“It’s gettin’, it’s gettin’, it’s gettin’ kinda heavy” – The Power, Snap, 1990 The U.S. stock market is getting way ahead of itself. For…
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Private Market Noise
In this week’s GVA Market Insights, our Asset Management team explores: Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl…
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The Great Mismatch
Why Digital CAPEX Is Colliding with Physical Infrastructure Reality What happens when the tortoise and the hare must finish the race at…
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The 700 Billion Audit
Last week five of the biggest names in technology released their latest quarterly earnings results and while all beat top and bottom…
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