Consider how global mega forces are impacting portfolios
How Discovery looks for portfolio companies that may gain as technology costs fall and scarcity moves.
The 10th annual edition of our flagship report explores how the energy shocks from tragic conflicts and climate impacts have made the case for the energy transition impossible to ignore.
This edition of AI in Focus puts energy in the spotlight.
Discovery explores how falling technology costs can move scarcity elsewhere, creating opportunities in AI infrastructure, software control and biology.
Europe’s current AI strategy focus is not to compete with the US and China on capex levels, but to accelerate adoption.
AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.
Calls to "pace the frontier" mean slowing the release of powerful AI models to test and control them better, not halting development or spending.
PNC's 2026 report reveals gaps in worker confidence, retirement preparedness, and financial education. See key findings and employer takeaways.
AI is reshaping credit through infrastructure spending, debt issuance, and productivity gains, and creating opportunities and risks across sectors.
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