Make better investment decisions, faster
Deep Dives
Investing in Women: 2026 Global Outlook
Global gender-diversity drivers are diverging. In the US, backlash has prompted companies to roll back DEI programs, while anti-DEI proposals gain traction. Meanwhile, momentum continues to build in Europe and Asia-Pacific, where board gender-diversity quotas and pay-transparency rules are advancing.
US Privatization 2026 Outlook
With private companies gaining ground and public listings in decline, investors face a growing transparency gap — one that puts $43.4 trillion in retirement assets at risk as exposure to privately held firms grows.
Water Risk: As Scarcity Intensifies, Broad Swath of Companies, Sectors Face Challenges
Extreme heat and drought associated with climate change are intensifying water scarcity worldwide at an unprecedented pace across sectors, asset classes and regions, with demand for fresh water expected to outpace supply by 40% in five years.
AI Accelerator Chips: 2026 Outlook
As computing demand pushes beyond the limits of Moore’s Law, AI accelerators are driving the next wave of computing innovation, with the market projected to reach $604 billion by 2033. Nvidia, AMD, Broadcom and Marvell are leading this expansion as demand for AI training and inference gains momentum.