Consider how global mega forces are impacting portfolios
The global electricity grid is entering its most consequential investment cycle in a generation. Across geographies and market structures, the same challenge is emerging: grids need to become more...
Since OpenAI unveiled ChatGPT at the end of November 2022, investors have poured money into the companies building AI. Now they are starting to ask a different question: who is actually making mone...
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end...
Risk engineering helps natural resources companies navigate electrification by reducing technical, operational and investment risk while enabling safer, smarter and more resilient growth.
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
ClearBridge Investments: AI-driven demand is creating pricing power across the technology supply chain, presenting opportunities for select industry leaders while requiring active management to nav...
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
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