The operators playbook: Opinions and thoughts from the QED collective

The QED team is looking ahead at 2025 and beyond, keenly monitoring market moves and megatrends. From global supply chains to amplified M&A activity, this newsletter is dedicated to the QED team’s predictions for the year ahead.

The wealth management industry represents $62 trillion in AUM and is expected to grow to $85 trillion by 2028. Here's our investment thesis from QED Principal Shruti Batra.

As renewable energy adoption grows and climate events increase, fintech will be increasingly important in facilitating, financing, insuring and managing the shift to a decentralized and sustainable energy system.