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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.
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 is AI transforming the robotics industry?
How could the US capitalise on a sovereign wealth fund
Can data centre infrastructure keep up with AI demand?
With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.
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.
Could quantum computing transform our approach to solving complex problems?
We explore the growth potential for European utilities.
Is artificial intelligence stirring the pot within the food-service industry?
We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.
Can Europe fast track its economy and leave competitors in the dust?
Food for thought: what are the economic implications of UPFs?
How has the magnified risk of data incidents affected the cyber insurance industry?
We debate the most out-of-consensus viewpoints for 2025.
We believe a renewed emphasis on infrastructure should provide investment tailwinds.
How are investor relations teams evolving to adapt to today’s changing markets?
Should investors be ‘digging’ uranium?
We consider the outlook for global equities.
Is demand for drones taking flight?
Are streaming services a game changer for sports broadcasting?
As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.
Place your bets on the emerging online gambling industry.
Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?
Is it time for investors to flip from private to publicly listed infrastructure?
As AI heats up markets, what is cooling down data centres?
What does the future hold for the oil industry?
We assess the impact and effectiveness of recent corporate governance reforms in Japan.
Take a deep dive into the investment implications of microplastics.
Is a record series of legal claims on the horizon for companies that use forever chemicals?
Could recent litigation upend the traditional US residential real estate industry?
Could wastewater be a viable source of renewable energy?
What are the implications of rebel attacks on Red Sea trade routes?
Can US presidents undo regulatory action taken by their predecessors?
Could edible insects become a staple of the Western diet?
Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.
Three findings from a recent research trip to Japan.
Who is Generation Z and how are they influencing the market?
We look at how the power of proximity is bringing the world to your fingertips.
How are news outlets evolving with the ever-changing media industry?
Can artificial intelligence read your mind?
How are companies unearthing critical minerals in the depths of the ocean?
Could electric vehicles cost more over the long haul?
As geopolitical tensions become a focal point, what should investors consider when investing in China?
Will virtual visits to the doctor go viral?
What could a new presidential administration mean for US trade policy?
Closing time? New litigation may affect the traditional US residential real estate business model.
Our conviction remains high as emerging technology and innovation transform the industry.
After decades of global dominance, is the US dollar under siege?
Discover the catalysts that are creating significant tailwinds for US utilities.
How do women in the workplace positively affect the bottom line?
As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?
Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.
Discover how one company is swarming the food industry with a six-legged new ingredient.
We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.
News flash! Is the future bright for the media business?
Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?
In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?
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.
How do women in the workplace have a positive impact on the balance sheet?
As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?
New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?
How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?
Is the era of content overload, with streamers trying to be all things to all people, winding down?
We explore the renewed interest in analogue goods and services in the post-pandemic world.
We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.
What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.
We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.
We investigate how generative artificial intelligence (AI) could disrupt the music industry.
We investigate the geopolitical and economic implications of rare-earth elements.
The next step in advanced air mobility is arriving soon.
How will looming big tech regulations change the way online platforms operate?
How is the US Food and Drug Administration fast-tracking genetic medicines?
Augmenting real data opens up a world of possibilities.
Some potential risks can be managed, but difficult questions remain.
The industry takes on the challenge.
We examine the value of taking a gender-lens approach to economic and investment decision-making.
Our thoughts on First Republic's collapse and what it means for the future of the banking sector.
We imagine the farm of the future and the dining table of tomorrow.
We provide our thoughts on the latest Consumer Electronics Show conference.
We examine the environmental implications of the ever-expanding digital world.
The release of new generative platforms underscores the disruptive potential of artificial intelligence.
With biofuels set to play an important role in the energy transition, we consider potential pitfalls.
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.
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.
Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.
We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.
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.
We explore the effects of the current macroeconomic environment on the IPO market.
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…
As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.
We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.
We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.