CAPITAL IDEAS^TM

Technology & innovation

Equity

Back to the future: Lessons from past, insights for tomorrow

Rob Lovelace
Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox
Artificial Intelligence

AI and the new tech megacycle
U.S. Equities

Big Tech turnaround: Can it continue?
Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?
Market Volatility

Views on the collapse of SVB Financial
U.S. Equities

3 views on the future of growth investing
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
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
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?
Health Care

Glimpses of 2030: Health care innovation accelerates
Global Equities

The new era of reglobalisation

Steve Smith
Long-Term Investing

10 investment themes for the next 10 years
Global Equities

The new economy: Discovering growth and innovation in a changing world

Andy Budden
Technology & Innovation

The big tech story: can the biggest get even bigger?

Philip Rae