Consider how global mega forces are impacting portfolios
Discover insights from 463 insurance professionals on portfolio strategy, private markets, partnerships, AI and the macro outlook.
From supply-chain exposure to geospatial analysis, understanding where companies operate is becoming essential to assessing their long-term resilience.
Physical climate risks are reshaping asset prices: 66% of investors expect impacts within five years, driving resilience-focused investing.
The built environment must balance decarbonisation, climate resilience and affordability through collaboration to deliver long-term value.
Find out why AI demand is driving earnings and valuations at semiconductor companies
Stocks endured further volatility over the past week, as concerns over corporate spending on artificial intelligence and rising oil prices weighed on sentiment.
Cluster rent premiums aren’t consistent. ... AI automation is raising warehouse roofs. ... Buildings with ceiling heights of less than 32 feet saw more than 14.1 million sq. ft. of leased ...
Digital assets traded mixed over the week, ending flat after a midweek rally faded with equities.
While the infrastructure buildout for artificial intelligence still dominates earnings, investors are becoming more discerning about who ultimately benefits. The key question is who can turn the AI...
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