Articles & Research
Perspectives on HealthTech, active ETF investing, and the intelligence layer powering the next generation of investment management.

Investing
GICS Was Created in 1999. Our ETFs Deserve Better.
GICS forces every company into one sector — distorting the ETFs built on top of it. A modern, multi-dimensional taxonomy gives a truer view of a portfolio's real exposures.
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Investing
Healthcare Belongs in Every Portfolio. Here's How AI Fits In.
A fund built at the intersection of healthcare and AI can sharpen a portfolio's healthcare allocation.
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Investing
There Are 4,500+ ETFs. Here's Why That Could Be a Problem For Your Portfolio.
The U.S. ETF universe now outnumbers listed stocks — but more choice hasn't produced better outcomes. The real gap is analytical, not product-driven.
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Healthcare Policy
The AI Governance Gap: Why Your Favorite HealthTech Company Might Be Flying Blind
AI in healthcare requires a different set of standards — and most companies aren't there yet.
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HealthTech
Ambient AI in the Exam Room: The End of the Doctor's Note
Ambient AI is transforming clinical documentation — and what it means for the future of the exam room.
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Healthcare Policy
What DOGE and HHS Restructuring Mean for HealthTech
Examining the downstream policy changes that stand to reshape the healthtech investment landscape.
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News & Views
Opinion: Healthcare AI Agents Can Help Patients—If We Remember Health Is Human
AI agents hold enormous promise in healthcare, but only if we keep the human at the center.
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HealthTech
AI Everywhere? Sure, But AI in Healthcare Has Its Own Rules
Healthcare AI requires distinct regulatory and ethical frameworks that generic AI deployments simply don't address.
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Healthcare Industry
Aging in Place and the Rise of HealthTech: A Defining Opportunity of Our Time
Caring for our aging population is going to look very different — and HealthTech is at the center of it.
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Healthcare Policy
The One Big Beautiful Bill: Medicaid Cuts and Healthcare Investment Implications
Health policy changes will have profound implications for HealthTech investors.
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Investing
The Future of Investment Portfolios: Evolution in the Age of ETFs and Active Management
Active ETFs are reshaping how investors think about portfolio construction — and the platforms built to support them.
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Healthcare Industry
Why Healthcare is Recession Proof
Healthcare demonstrates a distinct kind of economic resilience. Here's why that matters for investors.
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Investing
How Active ETFs Can Help Investors Improve Their Portfolios
The case for active ETFs goes beyond returns — diversification, tax efficiency, and transparency all play a role.
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News & Views
How Tariffs Affect the Healthcare Industry: An Overview
Tariffs create supply chain disruptions with meaningful downstream consequences for HealthTech.
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Investing
Dollar-Cost Averaging: A Strategic Approach to Investing in HealthTech
Why a disciplined, recurring investment strategy may be the smartest way to build HealthTech exposure.
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HealthTech
The Impact Of AI On Healthcare Staffing Shortages
AI is beginning to address some of the most entrenched workforce constraints in the healthcare system.
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News & Views
HealthTech Update: The Latest News, Research & Trends (September 2024)
A monthly compilation of the most important developments across the HealthTech sector.
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Healthcare Industry
The Crucial Role of Cybersecurity in Modern Healthcare
As more technology enters the field, the risks grow too — and cybersecurity has never mattered more.
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News & Views
HealthTech Update: The Latest News, Research & Trends (August 2024)
A monthly compilation of the most important developments across the HealthTech sector.
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News & Views
Miracle or Mirage? An Overview of the Rise of GLP-1 Drugs
GLP-1 medications are transforming healthcare — but the long-term picture is more nuanced than the headlines suggest.
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News & Views
HealthTech Update: The Latest News, Research & Trends (July 2024)
A monthly compilation of the most important developments across the HealthTech sector.
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News & Views
Are We Equipped To Care About Risks To Our Health?
More information is hardly useful unless there are clear steps people can actually take afterward.
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HealthTech
Beyond the Human Eye: The Emergence of AI in Radiology
AI is enhancing radiological diagnostics in ways that augment — not replace — physician capabilities.
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News & Views
HealthTech Update: The Latest News, Research & Trends (June 2024)
A monthly compilation of the most important developments across the HealthTech sector.
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Healthcare Policy
An Overview of Legal Implications of Artificial Intelligence in Healthcare
Policy frameworks are evolving to protect stakeholders utilizing AI — here's what investors need to know.
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HealthTech
Hospital Operations, Defined
Efficiency in hospitals is paramount to ensuring care delivery — and technology is reshaping what that looks like.
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HealthTech
The HealthTech Biopharma Revolution: From Promise to Reality?
Technology is reshaping biopharma, but the path from promise to commercial reality remains uncertain.
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HealthTech
The HealthTech Biopharma Revolution: Hype or Here to Stay?
Changes in biopharma continue to bring about new advancements — but separating signal from noise matters.
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HealthTech
How Medical Robotics Can Improve Provider Well-being, Staffing, and Cost-Effective Care
Robotics applications in healthcare settings are expanding fast — with real implications for investors.
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HealthTech
Mental Healthcare: Targeting Confidence as a Root Cause & Creating Long-term Solutions
A novel approach to mental health challenges that addresses the root causes, not just the symptoms.
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News & Views
Clash of Titans: How the Government & Industry's Battle on Drug Pricing Control Misses the Big Picture
The relationship between government and industry on drug pricing is far more complex than the headlines suggest.
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HealthTech
The Evolution of FemTech & How It's Shaping Women's Health
Half the population stands to benefit from this growth — and the investment opportunity is significant.
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HealthTech
Language Games: How Chatbots & Language Models Could Impact Healthcare
Not all areas of the healthcare industry can use this technology effectively — here's what to watch.
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Healthcare Industry
Healthcare Staffing Shortages: What Is Happening Behind the Scenes & How HealthTech Is Helping
Long-term solutions are needed — and technology is starting to provide some answers.
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Healthcare Industry
Road Blocks to Effective Value-Based Healthcare
Much needs to be done to make value-based care work at scale — and technology is both the problem and the solution.
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HealthTech
The Healing Power of Humor: LaughMD's Innovative HealthTech Approach to Laughter as Medicine
An innovative technology using laughter therapeutically — one of the more unexpected HealthTech stories of the year.
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HealthTech
Robot Wars: The Present and Future of Robot-Assisted Keyhole Surgery
Surgical advancements are coming fast — and the implications for patients and investors are significant.
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HealthTech
How AI Can Help Physicians Promote Exercise and Lifestyle Counseling
AI can save physicians time and still enhance patient care — here's one compelling example.
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HealthTech
ECMO: One Way the Pandemic Helped Patient Care
The pandemic accelerated adoption of life-saving technologies that are now becoming standard of care.
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Investing
Making Sense of the Circus: A Guide to More Rational Public Market Investing
Investing and how investments are chosen has changed — a framework for cutting through the noise.
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HealthTech
How AI/LLMs Are Impacting Healthcare & What It Means for the Future
A grounded look at how large language models are already affecting the healthcare industry.
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HealthTech
HealthTech, Explained
Defining HealthTech, establishing industry standards, and making the case for why it matters.
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Investing
Why ETFs Are the Future
ETFs have experienced exponential growth in recent years — and the best of the category is still ahead.
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