CAPITAL IDEAS^TM

Technology & innovation

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox
U.S. Equities

Big Tech turnaround: Can it continue?
Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?
U.S. Equities

3 views on the future of growth investing
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
ESG

Running dry: How water risk can threaten a company’s bottom line
Currencies

The pros and cons of Bitcoin
Inflation

Pricing power can help companies fight inflation

Diana Wagner
United States

U.S. economy is set to boom, zoom and consume
Markets & Economy

The coming M&A wave: 5 key questions answered
Global Equities

Beyond Tesla: Electric cars shift into the fast lane
Long-Term Investing

The world in 2030: Investing for the next decade
U.S. Equities

Has big tech become too big?
Technology & Innovation

Five technology trends to watch in a post-COVID world
Global Equities

'New defensive' investments in three charts
Health Care

Glimpses of 2030: Health care innovation accelerates
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington
Equity

Quality Growth: Resilient businesses in a low-rate world
Long-Term Investing

10 investment themes for the next 10 years
U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden