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The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
As climate damage accelerates, GDP cost estimates miss the investible point.
AI promise is becoming real. And yet adoption is still early and uneven.
What do you need to know? The International Monetary Fund raised its 2026 global growth forecast to 3.1% from the 3.0% it projected in July but kept its 2027 forecast unchanged at 3.4%. Meanwhile i...
The global economy continued to gain momentum in September.
China’s officially reported third quarter GDP growth was 4.5% y/y. That means that this year’s officially reported growth is likely to hit the officially set growth target. However, despite a stron...
Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.
Defense restocking accelerates; new threats drive demand. Defense demand remains strong globally as depleted inventories, shifting threats and years of underinvestment drive a multiyear restocking...
We analyse how Japan’s corporate governance reform is shifting from improving capital efficiency to strengthening long-term earnings power; we also explain how rising defence spending could be crea...
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