CAPITAL IDEAS^TM

Technology & innovation

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox

U.S. Equities

Big Tech turnaround: Can it continue?

Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?

U.S. Equities

3 views on the future of growth investing

Markets & Economy

New reality for investors: 5 big trends changing markets

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

United States

U.S. economy is set to boom, zoom and consume

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?

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

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

U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson

Technology & Innovation

5G: Hype or real investable opportunities?