Consider how global mega forces are impacting portfolios
Despite higher energy costs, the outlook for profits is robust. While earnings growth is broadening beyond tech leaders, the AI investment boom remains a dominant theme. High valuations in some are...
Organizations currently address AI risks through 12 common policy types, creating a patchwork of coverage.
AI improves the provision of personalised advice, coaching and communications to retail investors.
Since February's textbook "de-grossing" event in the run up to the Iran conflict, leadership has already re-concentrated into semiconductors, AI infrastructure and energy-related capital expenditur...
In episode 12 of Gemcast, we are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refi...
Resilient earnings, a reset in equity and fixed income valuations and selective AI interest helped markets move past the Iran war shock.
Watch our experts explore the current economic backdrop shaped by geopolitics, AI disruption and shifting market dynamics.
Energy markets in 2026 are being reshaped by electrification, energy security and geopolitics. Tal Lomnitzer explains where he sees the most compelling opportunities across renewables, nuclear, gas...
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
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