Greenland is moving from the edge of the map to the centre of global conversations.

AI doesn’t run on code alone — it runs on copper.

Could space become the next major platform for powering artificial intelligence?

Could quantum computing lead to investment opportunities?

Your future shopping assistant is autonomous, always on, and already changing retail.

AI’s power problem has a solution: long duration energy storage.

What happens when the market stops validating consensus views?

Why we expect to see a major acceleration in global infrastructure spending over the next decade.

How will the race for AI supremacy redefine markets?

Will credit score competition finally slash loan rates?

Learn how artificial intelligence could be the ultimate matchmaker for online dating.

Unlocking value in AI's third wave.

Can stablecoins revolutionise digital payments?

Recent tax changes are reshaping corporate America – discover what it means for investors.

Why are rare earths crucial to defence and innovation?

Is AI the missing link in supply chains?

Has AI changed the way you search for information?

How could the US capitalise on a sovereign wealth fund

Can data centre infrastructure keep up with AI demand?

Can corporate America influence policy effectively under Trump 2.0?

From tradition to innovation: how will the US defence industry adapt to the 21st-century battlefield?

Discover a seasoned investor’s perspective on the state of small-cap investing.

We explore the growth potential for European utilities.

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

How has the magnified risk of data incidents affected the cyber insurance industry?

We debate the most out-of-consensus viewpoints for 2025.

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

We believe a renewed emphasis on infrastructure should provide investment tailwinds.

Should investors be ‘digging’ uranium?

Is demand for drones taking flight?

Are streaming services a game changer for sports broadcasting?

Place your bets on the emerging online gambling industry.

Is it time for investors to flip from private to publicly listed infrastructure?

As AI heats up markets, what is cooling down data centres?

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

What could a new presidential administration mean for US trade policy?

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

Discover the catalysts that are creating significant tailwinds for US utilities.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

To invest or not invest? We take a closer look at the latest realities of China’s economy.

With several key trends set to reach an important climax in 2024, we consider the investment implications.

After two difficult years, we explain why we believe the prospects for bond investors are improving.

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

What is biochar, and how could it help in addressing carbon emissions?

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

How will looming big tech regulations change the way online platforms operate?

How is the US Food and Drug Administration fast-tracking genetic medicines?

Some potential risks can be managed, but difficult questions remain.

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

What are potential use cases for 'edge' generative artificial intelligence (AI) and language models?

We imagine the farm of the future and the dining table of tomorrow.

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

Why the financial industry has a key role to play in supporting and enhancing biodiversity

We provide our thoughts on the latest Consumer Electronics Show conference.

We examine the environmental implications of the ever-expanding digital world.

How a focus on innovation and technology could help drive food sector returns in 2023.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

We investigate how investing in climate adaptation could help protect our planet’s future.

We examine the future of commercial real estate and its implications for employers and employees alike.

How could scalable technology help mitigate the impacts of climate change?

Why should we be concerned about investing in climate crisis adaption today?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

Explore how commercial real estate can build from pandemic lows as offices reopen.

We discuss the uncertain outlook facing the global economy and financial markets.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

What are the barriers to safe autonomous driving?

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

We share our key learnings from a recent visit to a vertical farm.

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We discuss opportunities in UK technology stocks.

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyse how the global health-care sector is faring in the face of the global pandemic.

We analyse the impact of the UK government’s financial rescue package on bond markets