Themes and Megatrends
What are tomorrow’s tipping points?
Identifying the directional shifts and projecting what we believe is likely to come.
Insights on evolving trends
The world is changing at breakneck speed, but don’t worry. Our economists, analysts, and researchers can help guide your way forward—how you live, do business, and, of course, invest.
Sci-fi becomes reality
Artificial intelligence (AI) has reached an inflection point and is poised to fundamentally change a broad segment of the economy and society over the coming decade. The emergence of generative AI tools in particular increases the potential to disrupt a wide range of industries, leading to productivity and efficiency gains for businesses. What are the implications of various innovations and potential opportunities for portfolios?
Artificial Intelligence: Definitions, Possibilities, and Limits
Tony Roth and AI expert Neil Sahota define terms, delve into the enablers of AI technology and platforms, and discuss the recent open letter signed by tech leaders demanding a pause in AI research.
Artificial Intelligence: Progression, Applications, and Impact
Tony and AI expert Neil Sahota continue their conversation, focusing on the rapid pace of AI’s progression, its applications, and how it may enhance the quality of our lives.
Artificial Intelligence: Disruption that is Driving Opportunity
Tony and Rudina Seseri, founder and managing partner of Glasswing Ventures explore AI’s unique challenges and opportunities, potential investment opportunities, and they provide practical guidance on navigating the complexities of AI investments.
The stakes could not be higher
The politics of climate change are controversial within countries and across the globe. The path forward is highly uncertain and depends critically on the degree to which global governments, businesses, and consumers take action to reduce emissions. What are the inherent challenges and indispensable components of the transformation ahead? And what investment opportunities can be drawn from the decarbonization theme?
The Electric Vehicle Revolution
What’s driving the pedal-to-the-metal increasing popularity of electric vehicles—gas savings, ease of care, climate concerns, or are they just too cool to pass up?
Will the Oil Supply-Demand Price Scourge Spur the Transition to Move?
Will the harsh reality of international energy codependence spur the move to green—and which solutions like increased drilling and Keystone XL are in the pipeline?
Weather's Gone Wild: Carbon Emissions Just the Tip of the (Melting) Iceberg
We explore the intersection of wild weather and climate change and the challenges and opportunities for the environment and your portfolio.