As economic competition between China and the US intensifies, technology has become the primary focus. Separating the development, use and distribution of technology by the world’s two largest economies will create new risks and potential opportunities for investors.
Learn more about The evolution of G2 deglobalization and its implications
World events and the rise of renewable energy are reshaping the energy landscape. The players leading the charge include major traditional energy companies and energy producing nations that see the green transition as inevitable and profitable. Capital scarcity favors leading firms with strong capital positions.
Learn more about Unusual investment opportunities in an atypical energy cycle
We are likely witnessing the birth of a technology as significant as the internet itself. The growing demand for generative AI will have ripple effects across industries, with winners and losers emerging over time.
Learn more about Generative AI: The beginning of (another) technological revolution
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Discover our Mid-Year Wealth Outlook 2023 insights and themes.
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