The leader of the periodic table is poised to play an important role in decarbonizing the global economy—presenting a potential mega-theme for long-term investors.

The world’s most abundant element is starting to get a lot of attention. We believe Hydrogen is poised to play an important role in decarbonizing the global economy, thereby presenting a potential mega-theme for long-term investors.

Burning hydrogen to produce electricity generates only water vapor, helping reduce the carbon footprints of powerplants, buildings, vehicles and vessels. Spurred by the global net-zero carbon...

Generative AI is poised to revolutionize the smartphone market with stunningly advanced features and personalized user experiences.

As the massive smartphone market has begun to plateau, big changes appear afoot in the consumer-device world.

Apple’s former chief design officer, Jony Ive, is reportedly in advanced discussions with ChatGPT creator OpenAI to build the “iPhone of artificial intelligence (AI)”, with SoftBank CEO Masayoshi Son committing over $1 bn to the venture. It has been widely reported that the trio plan to draw on talent and technology from their companies—including...

Despite calls for caution as pandemic stimulus ran dry, many consumers continue to defy the odds and “shake it off.”

As central bank policy has increasingly weighed on markets, investors have dusted off their economic textbooks and refreshed themselves on the Taylor Rule – an economic formula used to set interest rates by finding the balance between growing the economy and maintaining price stability.

Yet, this summer, another powerful Taylor force affected economic growth as Taylor Swift embarked on her massive Eras Tour…