Global CIO View

How water runs through the real economy and can create new winners and losers

Breaking up is hard to do: Why the transatlantic relationship may emerge stronger from today's frictions.

Capturing the upside of AI’s transformative investment cycle without relying on it

Capturing the upside of AI’s transformative investment cycle without relying on it

For years, interest rates were low and liquidity abundant. Renewed inflation pressures, however, could now usher in a period of higher capital costs and a new yield environment.

Why communication, data and computing power may increasingly be delivered from space.