CAPITAL IDEAS^SM

Technology & innovation

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
Technology & Innovation

3 ways the cloud can change our future

Andy Budden
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Equity

Above the cloud: investment opportunities across the value chain
Demographics & Culture

Will the pandemic threaten the future of big U.S. cities?
Technology & Innovation

Beyond the FAANGs: Tech savvy companies in non-tech sectors
Technology & Innovation

5 predictions for the future of US media

Nathan Meyer
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

Tracy Li
Equity

Big Tech stocks: How to gauge regulatory risk

Tracy Li
Currencies

How to talk to clients about Bitcoin
U.S. Equities

A veteran PM’s view on the pandemic’s long term impact

Martin Romo
Long Term Investing

The World in 2030: 10 predictions for long-term investors

Rob Lovelace
Global Equities

The aviation industry: Five reasons for resilience

Todd Saligman
Technology & Innovation

These 3 laws drive innovation and investment opportunity
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?
United States

U.S. outlook: The future is here, and it’s digital
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
Global Equities

The new era of reglobalisation

Steve Smith
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
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
U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
Technology & Innovation

The future of the technology sector: The analyst view

Johnny Chan
Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden