Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
Stocks and Sectors Outlook
Lead Content
Too High? Taking Stock of Index Concentration in U.S. Large Cap Growth (Polen Capital)
The relentless rise of concentration raises important questions for investors.
Latest posts
The AI Supply Chain (BIS)
The rapid advancement of artificial intelligence (AI) relies on a complex supply chain comprising five key layers…
U.S. Electricity 2025 (Ember)
The U.S. clean electricity transition continued as wind and solar generated more than coal for the first time.…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Spot the opportunities: U.S. vs European stocks
U.S. and European equity markets have already had...
Insights you might have missed last week
Trade wars return, Indian telecoms and the final frontier
Explore some of the highest quality…