Explore AI's urgent ethical dilemmas amid commercial pressures.

The first 100 days or so of Donald Trump’s administration have been characterized by market volatility. A major factor has been the publication of highly consequential, policy-related postings on social media platforms such as X and the President's own Truth Social channel.

What are DORA’s five pillars and why do they matter in 2025?

Active investing is evolving. As AI-powered tools gain traction and institutional flows become more visible, portfolio managers are rethinking how they build and adjust positions. At the same time, tighter research budgets and shifting regulations have made it harder to maintain a traditional fundamental approach. This conversation explores how data, timing, and technology are shaping investment strategies in 2025.

What role do banks play in financing the low-carbon transition and driving global decarbonization?

This podcast gives a brief intro to super, narrow, and general AI.

Clean and renewable energy are often used interchangeably, but they’re not the same. This podcast explains the difference.

The three-statement model is a cornerstone of investment banking and forms the basis for much of the research carried out by analysts right across the financial sector.

The election of President Trump and his use of trade tariffs as a central economic policy tool has reignited debate over their broader economic implications. The White House contends that these "reciprocal" measures are fully justified on the basis of the trading practices of major trading partners with the additional benefit of providing the stimulus for repatriation of manufacturing back to the United States. That may be the case but experience shows that tariffs as a long-term tactic are best avoided on all sides.

The meteoric rise of US mega-cap technology stocks over the past 15 years or so has led to an extraordinary level of index concentration. The combined weight of the five largest stocks in the MSCI World Index has surged from around 6% in 2015 to 20% today, while the top 10 stocks now make up 25%, up from 10% a decade ago.