CAPITAL IDEAS^TM

Technology & innovation

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
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
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
United States

U.S. outlook: The future is here, and it’s digital
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington