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What themes beyond geopolitics, AI and monetary policy could matter to investors in 2027? Find out in our 10 themes for the year ahead.
How water runs through the real economy and can create new winners and losers
If productivity drives more of U.S. growth, what changes for real estate? Explore why the answer may vary across property sectors in our “10 themes for the year ahead.”
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
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.
Emerging markets are growing faster than advanced economies. But does faster growth mean better investment returns? Explore what else matters.
Europe has little to do with AI, making its stocks easy to ignore. Think so? This misconception is wrong in three ways, creating opportunities for investors. The “New Europe” has much to offer.
AI is moving from answering questions to taking action. That could drive more usage, but which companies will ultimately capture the value?
Could pension reform help turn Germany from a nation of savers into a nation of investors?
From gridlock and government spending to AI and bond yields, we explore what the 2026 U.S. midterms could mean for markets.
Crude still matters, but damaged refineries, depleted inventories and disrupted trade routes are increasingly setting the price American farmers and European drivers pay.
From Singapore to New York, the hidden affordability story lies in spending power, not housing costs.
France’s fiscal problems are serious, but stronger external balances and institutional safeguards make a repeat of the earlier euro crisis unlikely.
