CAPITAL IDEAS^TM

Technology & innovation

Global Equities

A confluence of change: how to thrive on generational shifts in the global economy
Equity

Decarbonising data centres
Long-Term Investing

What’s your investment edge?

Mark Casey
Artificial Intelligence

AI fever: Has it gotten too hot?

Chris Buchbinder
U.S. Equities

Three investment ideas from earnings season
Dividends

Meta shifts the narrative on dividends in the world of Big Tech
Health Care

The health care breakthrough that’s not an obesity drug
Artificial Intelligence

Separating AI hype from investment opportunity
Technology & Innovation

The Long View: Four megatrends to watch
Equity

5 reasons why equities could defy the odds
Artificial Intelligence

Decoding the AI opportunity

Steven Smith
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
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