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What's Hot: The US government deepens its backing for quantum
quantum-1.webp
Christopher Gannatti, CFA
Elvira Kuramshina
Christopher Gannatti, CFA, Elvira Kuramshina

What's Hot: The US government deepens its backing for quantum

Two new U.S. executive orders signal growing national commitment to quantum computing, both as an emerging technology and as a future encryption challenge. For investors, this adds support to the long-term outlook by encouraging funding, procurement and post-quantum adoption, while widening the opportunity across the broader quantum ecosystem.

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Quantum computingMegatrends
The U.S. Government became a quantum investor. Should you?
quantum-1.webp
Elvira Kuramshina
Elvira Kuramshina

The U.S. Government became a quantum investor. Should you?

The U.S. government is no longer just funding quantum computing – it is investing in it. As Washington deepens its competition with China for technological leadership and Europe ramps up its own quantum ambitions, this emerging field is becoming a strategic battleground. What does that shift mean for investors, and how can they gain exposure to one of the most important themes in next-generation technology?

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Quantum computingMegatrends
Nasdaq's best month in 23 Years and the tech themes that beat it
thematics-26.webp
Ayush Babel
Baoqi Zhu
Blake Heimann
Elvira Kuramshina
Ayush Babel, Baoqi Zhu, Blake Heimann, Elvira Kuramshina

Nasdaq's best month in 23 Years and the tech themes that beat it

The Nasdaq-100 recorded its strongest monthly performance in over 23 years, but the underlying story extends beyond the headline index. A range of technology themes, spanning AI, robotics, and quantum computing, are gaining momentum, with several innovative companies and thematic strategies outperforming the Nasdaq-100 in April. This broadening opportunity set highlights how growth is being increasingly driven by diverse and emerging areas across the tech landscape.

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MegatrendsArtificial IntelligenceQuantum computingQuality Growth
World Quantum Day 2026: Key takeaways for investors
quantum-2.webp
Christopher Gannatti, CFA
Elvira Kuramshina
Christopher Gannatti, CFA, Elvira Kuramshina

World Quantum Day 2026: Key takeaways for investors

World Quantum Day 2026 offered another clear signal that quantum computing is becoming an investable theme, with tangible breakthroughs driving investor reaction. While the space remains complex and volatile, improving visibility and strong relative performance highlight its potential as a differentiated, early-stage complement to broad tech exposure.

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Quantum computingMegatrends
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