Consider how global mega forces are impacting portfolios
Electricity demand is growing after years of stagnation, driven by electrification, reindustrialisation, and artificial intelligence, which are outpacing infrastructure expansion.
As policy uncertainty recedes, the focus returns to capital deployment. The global energy transition is accelerating, and 2026 is shaping up to be an active year for renewable energy development. A...
An overview of how environmental, social, and governance factors can potentially affect company performance and investment considerations.
What new risks emerge when AI systems can independently plan, reason and take actions to achieve complex goals with minimal human oversight?
Fears over artificial intelligence are unsettling developed market financial assets. Felipe Berliner explains why demographics and abundant natural resources should place emerging markets on firmer...
AI is forcing investors to rethink business models and the embedded risks. For private credit, distinguishing durable cash flows from disruption risk has become critical, argue Rafael Torres and Gi...
Get this LGPS reform right and 2026 could be a transformative year for the UK’s largest pension scheme.
Could market doubts about the profitability of the AI project offset the significant US economic stimulus from massive AI spending?
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