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CIO Weekly Perspectives | April 2026
Between Two Phases
- Even if the U.S. ends its war with Iran in the next few weeks, it's uncertain whether the Strait of Hormuz will reopen in the near term, likely keeping oil prices elevated. We outline two key phases to assess where we go from here.
Article | March 2026
Hardly Boring: Agentic AI Is Reinvigorating the Legacy Hardware Sector
- As the artificial-intelligence spotlight shifts its gaze from model training to agentic applications, we believe commodity-component suppliers could get a welcome boost.
CIO Weekly Perspectives | March 2026
March Madness
- There will be multiple twists and turns over days, weeks and months, but a de-escalation in the Middle East conflict is more likely than not.