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.
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In 2024, the national five-year forecast for electricity load was 5 times higher than 2022 predictions. Peak…
The AI Supply Chain (BIS)
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