Technology decisions are increasingly becoming geopolitical decisions.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How power, permitting, and paper could force a more measured AI infrastructure buildout than many investors may be expecting.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Reflections on three decades of navigating technology's evolution.
Why we think small caps can build on renewed performance strength.
How should investors navigate a world increasingly shaped by geopolitics?
Considering the risks posed by AI to technology and software loans.
NVIDIA's latest earnings update informs AI growth expectations.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Cybersecurity’s evolution into critical AI infrastructure.