Tax-Loss Harvesting Beyond Stocks: How Investors Use Losses Across a Portfolio
A portfolio can contain winning and losing investments at the same time, and the tax consequences of realizing those losses can matter just as much as the investment decision itself. For investors holding equities, bonds, funds, digital assets and alternative investments, tax-loss harvesting can form part of a broader approach to portfolio management and tax […]
The Defense & Space SPAC Boom: Why Private Capital Is Chasing the New Security Economy
The new security economy is pulling defense and space technology into a much broader private-capital ecosystem. Companies building drones, satellites, propulsion systems, autonomous platforms and other dual-use technologies are attracting investors looking beyond traditional defense contractors. The defense space SPAC boom is one visible sign of that shift. In 2026, more early-stage defense and space […]
The AI Infrastructure Risk Premium: Why Operational Visibility Is Becoming an Investable Advantage
Artificial intelligence is moving beyond software and into the physical systems that support modern economies. Power networks, transportation systems, manufacturing facilities, data centers, water infrastructure and other critical assets are increasingly using connected technologies to monitor operations, automate processes and make decisions. That creates a new investment consideration. An infrastructure asset is valuable not only […]
The Infrastructure Capital Surge: Why Institutional Investors Are Funding the Next Generation of Critical Assets
The next infrastructure investment cycle is being shaped by more than government spending. Institutional capital is increasingly moving toward the physical assets required to support artificial intelligence, electrification, digital commerce, energy security and economic resilience. That shift is visible in recent capital commitments. On September 11, 2026, Bank of Montreal announced plans to mobilize up […]
QSBS for Investors: How Section 1202 Can Increase the After-Tax Value of Startup Equity
A startup investment can produce the same headline gain for two investors but leave them with very different amounts of wealth after taxes. That is why QSBS for investors deserves attention before an investment is made, not only when a company is preparing for an exit. Section 1202 of the U.S. tax code can allow […]
The Private Credit Reset: Why Investors Are Repricing the Risk of Direct Lending
The private-credit boom is entering a more uncomfortable phase: capital is still arriving, but investors are paying much closer attention to what the loans underneath the yield are actually worth. That contradiction was highlighted this week when Tether and Fasanara Capital launched StableFund, a new private-credit vehicle anchored by $400 million of co-investment and targeting […]
How Founders Can Protect Their Interests Before Taking Outside Investment
An outside investment can solve an immediate capital problem while creating obligations that remain with a company for years. The headline valuation may look attractive, but the more consequential questions often sit deeper in the financing documents: how much ownership will founders retain, who will control the board, which decisions require investor approval, and how […]
The $14 Billion Nature Investment Market: How Private Capital Is Moving Into Natural Assets
For decades, financial markets treated forests, farmland, water, biodiversity, and other natural systems largely as inputs, land, or externalities. Investors are increasingly asking a different question: what happens when the economic services provided by nature become measurable, financeable, and potentially investable? That question is helping reshape the nature investment market. Forests, agricultural land, water systems […]
Google’s $15 Billion Finland Bet: Why AI Infrastructure Is Becoming an Energy Investment
The next bottleneck in artificial intelligence may not be computing power. It may be electricity. As AI models require more computing capacity, the economics of AI infrastructure investment increasingly depend on something far more physical: access to power, land, cooling, grid connections and industrial infrastructure. Google’s newly announced €13 billion investment in Finland illustrates how […]
Forest Carbon Markets: Why Institutional Investors Are Turning Ecosystem Services Into a New Asset Class
A forest can be worth more than the timber standing inside it. Increasingly, investors are examining whether the ecological services produced by forests can become additional sources of economic value. Forest carbon markets are one part of that shift, alongside growing interest in biodiversity, water regulation, conservation and other ecosystem services. The investment proposition is […]
