November 13, 2025

Deep Dive #12: Space: The Next Investable Frontier?

Today we’re excited to publish Montanaro’s latest Deep Dive – an exploration of one of the fastest-growing and most transformative sectors: The Space Economy.

What began as a Cold War race has transformed into a commercial ecosystem spanning launch, satellites, AI, chips, climate intelligence, communications and the rise of private NewSpace pioneers. Costs are collapsing. Constellations are scaling. Data is exploding. And Small & MidCap innovators are quietly powering the infrastructure that makes it all possible.

Our report asks a simple question: is space the next major investment frontier?

If you’re interested in technology, sustainability, geopolitics or the future of the global economy, we hope you enjoy it.

The full Deep Dive is available here.

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