Consider how global mega forces are impacting portfolios
As climate damage accelerates, GDP cost estimates miss the investible point.
AI promise is becoming real. And yet adoption is still early and uneven.
El Niño intensifies climate and economic risks, while biodiversity investing targets companies strengthening resilience and protecting natural capital
Rising energy and fertilizer costs, supply disruptions in the Middle East and Russia, and El Niño-driven weather risks are increasing pressure on global food prices and food security, with the grea...
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...
SpaceX, Anthropic and OpenAI’s combined potential $5.2 trillion valuation would exceed that of all U.S. tech IPOs over the past 45 years.
The MarketVector Quarterly Thematic Update provides a bird’s eye view of trends in the ...
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