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