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Charles Bordes

Portfolio Manager & Financial Analyst (Portfolio Management & Financial Research)
Security & Space

12 December 2025

Security & Space: There is No Fighting The Surge
Structural growth and clear catalysts aren’t just alive, they’re accelerating.  
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03 December 2025

AI & Robotics: A New Center Of Gravity
As the AI ecosystem shifts from experimentation to large-scale deployment, market dynamics are rapidly evolving. Our pos...
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Artificial Intelligence & Robotics

20 November 2025

What’s the deal(s) about AI inference ?
The AI inference narrative is overtaking the training-focused story. This signals the incoming large-scale deployme...
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Security & Space

14 November 2025

Blue Origin joins SpaceX’s club
New Glenn's success is a key milestone for Blue Origin, and a major catalyst for the broader space ecosystem.
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Artificial Intelligence & Robotics

30 September 2025

Is the mania phase finally starting for AI?
Exuberance is evident, but not universal - leaving room for opportunity.
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Security & Space

23 July 2025

Has Space gone too far?
Space stocks have seen a powerful rally - now is the time to lock in some gains. 
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Security & Space

23 June 2025

Security & Space - Fending-off concerns
Recent political interference had a limited impact on the strategy. The next leg of growth is quietly taking shape in th...
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Artificial Intelligence & Robotics

16 June 2025

AI & Robotics - Innovation over taxation
Geopolitics should not obfuscate the effervescent innovation and associated bright outlook for the AI & Robotics the...
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Security & Space

22 May 2025

Space businesses are about to show their cards
A number of space products and services are reaching the end of their development phase. This should provide ample catal...
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