Aurion Research

Market Intelligence
for Serious Investors

Institutional-grade research, market commentary, and investment insights. Updated weekly by the Aurion Investment Committee.

S&P 500 YTD
+12.4%
NASDAQ YTD
+18.7%
Fed Funds Rate
4.25%
10Y Treasury
4.61%
CPI Inflation
2.8%
GDP Growth Q1
+2.9%
Unemployment
3.8%
Bitcoin YTD
+34.2%
2026 Investment Themes

Where Smart Money Is Going

High Conviction
AI Infrastructure Supercycle

The AI boom is driving unprecedented demand for data centers, cooling systems, and power infrastructure. Companies like Microsoft, Google, and Amazon are committing $300B+ in capital expenditure in 2026 alone. Early-stage investors in AI infrastructure are seeing 30-40% IRR.

$1.2T
Global AI Infrastructure Spend by 2030
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Trending
Private Credit Renaissance

With banks pulling back from mid-market lending due to regulatory pressures, private credit funds are filling the gap. Senior secured loans to profitable businesses are yielding 12-15% annually — far outpacing public fixed income with comparable risk.

14%
Average Private Credit Yield in 2026
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High Growth
Defense & Dual-Use Technology

Global defense budgets hit $2.5T in 2026 as NATO members accelerate spending. Autonomous drones, satellite communications, and cybersecurity companies are seeing explosive revenue growth. Defense tech VC deals up 180% year-over-year.

180%
YoY Growth in Defense Tech VC Investment
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Mega Trend
Energy Transition Infrastructure

The $3 trillion energy transition is accelerating. Battery storage costs have fallen 90% since 2015 and grid-scale solar is now the cheapest electricity in history. Critical mineral supply chains and storage infrastructure offer compelling risk-adjusted returns.

$3T
Global Energy Transition Investment by 2030
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Structural
Sunbelt Real Estate Dominance

Population migration to Texas, Florida, Arizona, and the Carolinas continues unabated. Multifamily vacancy rates in Sun Belt metros sit at 4.2% — near historic lows. Rent growth of 6-8% annually is outpacing national averages by 3x.

6-8%
Annual Rent Growth in Sun Belt Markets
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Defensive Growth
Healthcare & Life Sciences

AI-driven drug discovery is compressing development timelines from 12 years to under 4. GLP-1 drugs have created $200B+ in new market cap. Medical office and life science real estate near research clusters maintains near-100% occupancy.

4 Years
AI-Compressed Drug Development Timeline
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Research Library

Featured Reports

Market Research42p
Q2 2026 Global Market Outlook

Comprehensive analysis of equity markets, fixed income, and alternative assets for Q2 2026. Includes Fed policy outlook and sector rotation strategies.

April 1, 2026Read Report →
Sector Report28p
AI Infrastructure Investment Guide

Deep dive into data center REITs, semiconductor supply chains, and AI software companies. Valuation frameworks and entry points for 2026.

March 15, 2026Read Report →
Asset Class35p
Private Credit: The New Fixed Income

Why institutional investors are allocating 15-20% of portfolios to private credit. Risk-adjusted return analysis vs. public bonds and equities.

March 1, 2026Read Report →
Real Estate31p
Sun Belt Real Estate Report 2026

Market-by-market analysis of Phoenix, Austin, Nashville, and Charlotte. Cap rate trends, rent growth drivers, and 5-year return projections.

February 15, 2026Read Report →
Sector Report24p
Defense Technology: The Next Decade

How autonomous systems, space defense, and cybersecurity are reshaping defense budgets globally. Key investment themes and company analysis.

February 1, 2026Read Report →
Wealth Planning38p
2026 Tax & Estate Planning Guide

Navigate the 2026 tax landscape including TCJA sunset provisions, estate tax exemption changes, and optimal trust structures for wealth preservation.

January 15, 2026Read Report →
Market Commentary

Latest Insights

April 2, 2026·6 min read
Why Data Centers Are the New Gold

The insatiable demand for AI compute has created a generational real estate opportunity. Every major hyperscaler is scrambling for power and physical space to house GPU clusters. Data center REITs are generating 10-14% y...

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March 28, 2026·5 min read
The Private Credit Opportunity Is Not Over

Despite concerns about credit cycle maturation, private credit continues to offer compelling risk-adjusted returns. Senior secured loans with floating rate structures are yielding 13-15% in 2026. Default rates remain nea...

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March 20, 2026·4 min read
Sun Belt Migration: Not a Trend, a Structural Shift

The numbers are unambiguous. Texas added 562,000 residents in 2025. Florida absorbed 400,000. Arizona and the Carolinas each saw 150,000+ net inflows. This is not a COVID-era anomaly — it is driven by permanent factors: ...

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