Blogs

The AI Capex Supercycle: How to Research the Companies Building and Financing It

April 21, 2026 GenRPT Finance

The AI Capex Supercycle: How to Research the Companies Building and Financing It

The AI capex supercycle is one of the most important...
Europe's Rearmament Cycle and What It Means for Defence Equity Research Outside the US

April 21, 2026 GenRPT Finance

Europe’s Rearmament Cycle and What It Means for Defence Equity Research Outside the US

Europe’s rearmament cycle is reshaping the global defence landscape and...
The ESG Tension in Defence Research: Why Exclusion Policies Are Creating Structural Mispricings

April 21, 2026 GenRPT Finance

The ESG Tension in Defence Research: Why Exclusion Policies Are Creating Structural Mispricings

ESG frameworks have reshaped how capital is allocated, but in...
How Analysts Value Long-Cycle Programme Revenue That Stretches Twenty Years Into the Future

April 21, 2026 GenRPT Finance

How Analysts Value Long-Cycle Programme Revenue That Stretches Twenty Years Into the Future

Valuing revenue that extends twenty years into the future requires...
Why Defence Budgets as a Percentage of GDP Is the Single Most Important Macro Input for Sector Research

April 21, 2026 GenRPT Finance

Why Defence Budgets as a Percentage of GDP Is the Single Most Important Macro Input for Sector Research

Defence spending is often discussed in absolute terms, but for...
Defence and Aerospace Equity Research: The Sector That Analysts Consistently Underprice

April 21, 2026 GenRPT Finance

Defence and Aerospace Equity Research: The Sector That Analysts Consistently Underprice

Defence and aerospace is one of the most structurally misunderstood...
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