Original research on investment themes, market trends, and strategic finance. Published monthly by the Virtus Orbis advisory team.
The largest private capital deployment in history is underway. $700 billion in hyperscaler capex, a power crisis reshaping site selection, custom silicon challenging NVIDIA's moat, and five structural positions for investors across the buildout.
Read Full ReportA comprehensive analysis of the $2.2 trillion MENA investable market. Sovereign wealth realignment, the DIFC vs ADGM competition, private credit expansion, digital sukuk infrastructure, and five actionable investment ideas.
A comprehensive analysis of the $454 billion embedded finance opportunity. Market sizing, competitive landscape mapping, investment themes, risk assessment, and five actionable investment ideas across infrastructure and platforms.
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