Insights Directory
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Cyber Security Quarterly Update - Q2 2025
CG's Cyber Security Update for Q2 2025 provides an update on the current market landscape including valuation trends, and recent public and private transaction activity.
Technology
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NewSpace, Business in the Final Frontier: A Conversation with Austin Moeller, CG’s Aerospace and Defense Technology Analyst
Austin Moeller, CG’s Senior Aerospace and Defense Technology Analyst, joins Michael Graham, Director of Research and Investment strategy to discuss the topical ideas in the space and travel markets.
Industrials/Aerospace & Defense
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M&A Environment Report - Q2 2025
Consumer and Retail
Healthcare
Sustainability
Technology
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Sustainability Dashboard - May 2025
Sustainability
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Navigating Nervous Times - The Risks, Rewards, and Complexities of Neurological Indications: A Conversation with Sumant Kulkarni CG’s Biotechnology Senior Analyst
Sumant Kulkarni, CG’s Senior Analyst covering Biotechnology with a focus on neuroscience joins Director of Research and Investment Strategy Michael Graham, CFA to discuss the intricacies of indications in his space, the ever-present opportunities and how drug research and development have evolved over time. Listen here:
Healthcare
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Streamlining Workflows to Differentiate Customer Experience; A Conversation with Jacob Thaysen, PhD, CEO of Illumina
Jacob Thaysen, PhD, CEO of Illumina joins CG’s Diagnostics & Life Science Tools Senior Analyst Kyle Mikson to discuss Illumina’s customer acquisition strategy and growth outlook based on its differentiated technology.
Healthcare
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Inflammation and Immunology: The Latest on Drug Development Targeting Atopic Dermatitis with Edward Nash, CG’s Biotechnology Senior Analyst
Edward Nash, CG’s Biotechnology Senior Analyst specializing in metabolic disease and I&I joins Michael Graham, Director of Research and Investment Strategy to discuss the biggest takeaways from his 2nd Annual I&I Symposium (short for Inflammation and Immunology).
Healthcare
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Checkup on the Software Sector: The Landscape for Apps and AI with DJ Hynes, CG‘s Applications Software Senior Analyst
DJ Hynes, CG’s Applications Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy at the tail end of Q1 2025 earnings season to walk listeners through the most important trends in his space.
Technology
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Sustainability Dashboard - April 2025
Sustainability
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S Curves and Scaling Games: A Conversation on AI with Kingsley Crane, CG Senior Analyst of Infrastructure & Security Software
Kingsley Crane, CG’s Infrastructure and Security Software Senior Analyst joins Michael Graham, Director of Research and Investment Strategy, to break down the most important themes in AI as well as important players in the space.
Technology