Consider how global mega forces are impacting portfolios
The US stockmarket is starting to show signs of fatigue with Artificial Intelligence (AI). But the underpinnings of this revolution remain fundamentally sound. Investors’ main focus should be long-...
Discover how AI is transforming commercial insurance by improving efficiency, enhancing decision-making, and building resilience across underwriting, claims, pricing, and portfolio management.
It is often said that history doesn't repeat itself, but it does rhyme. Given recent concerns around AI capex budgets—with companies like Oracle and Google spending at or above cash flow—we thought...
Discover how private market trends are evolving for 2030. Hear industry leaders unpack the megatrends, opportunities, and challenges shaping real assets—and why diversification and adaptability are...
Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipa...
Europe is entering a new phase of massive investment, driven by historic decisions to rearm and modernize infrastructure, announced in particular by Germany and the European Commission. This decisi...
The purpose of this paper is to provide evidence and analysis to support the climate beliefs required to drive increased action on climate.
Ethical risks around IP, privacy, bias and sustainability could expose your organization. Here’s what you need to know to stay ahead of governance gaps.
Fundamentals and technicals – like corporate earnings and investor positioning – reinforce our risk-on stance despite the risk of an AI bubble.
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