Consider how global mega forces are impacting portfolios
In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...
Introduction: An Evolving Geography The Asia Pacific life sciences industry is in a state of flux, driven by shifting global supply chains, rising medical inflation, and a strong
George Bory and Maulik Bhansali explain how policy shifts, artificial intelligence (AI) financing, and global divergence are reshaping fixed income markets, creating opportunities for income genera...
Focused exposure to leading companies across quantum computing, space, robotics, and Asia memory...
Dirk Willer and Alex Saunders discuss investment strategies in light of a flurry of recent developments, ranging from hawkish central banks (with a dovish surprise from the Bank of Japan) to crypto...
Data centers want power fast. This has affected the energy sources used to power new data centers and is also starting to transform the grid.
Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%,...
In Homer’s Odyssey, the title character, Odysseus, spends years away from home fighting at Troy before making the challenging journey home to Ithaca. Sirens tempt him off course, lotus flowers caus...
In 2026, the five hyperscalers (Microsoft, Amazon, Alphabet, Meta and Oracle) will spend around USD 820 billion in capex
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