Insights across sectors, themes, factors, countries and more
Global equities advanced in May as AI-related technology stocks fueled returns, while rising Treasury yields challenged fixed income markets. Explore key market trends and risks shaping the investm...
The performance of commodity traders increasingly depends on how quickly a company can process unstructured data, allocate risk, and trade across interconnected markets.
By following a structured approach grounded in operational realities, renewables players can create substantial value from AI. Lessons distilled from BCG’s work with clients can help companies make...
Great marketing tools are meaningless without the right data and technology to personalize patient interactions.
Companies at the leading edge of AI-first finance are already capturing measurable value, according to BCG’s 2026 analysis:
Discover how Robeco's active managers uncover EM opportunities, sidestep policy risks, and target companies with long-term growth potential.
Explore how demographic change is reshaping global real estate demand, with insights on ageing populations, investment opportunities and sector trends in 2026.
Private equity has outperformed public equity in 97 of 100 quarters on a rolling 10-year basis. Here are six key considerations for investors evaluating a PE allocation today.
QSR volume is roughly flat - growth must come from winning share from competitors.A net 6pp of Australians cut QSR spend in the past 6 months; the gap widens to 9pp over the next 6 months.Price dri...
Edition June 2026
Stability returns as sectors diverge
Marketing muscle and big brand names cannot compensate for product portfolios that do not reflect today’s priorities, including those around health and nutrition.
Jeffrey Ding explains why the AI race may depend less on frontier breakthroughs than on diffusion across firms, sectors and economies.
Achieving meaningful impact from an AI transformation requires more than just providing employees with knowledge about the technology. While AI investment is accelerating across industries, many co...
Dealmaking is evolving from a fragmented, experience-driven process into a connected system that compounds insight, improves decisions, and sharpens competitive advantage.
As AI reshapes the economics of the technology sector, companies are rethinking organizational structures, operating models, talent strategies, and cost structures to compete with faster-moving AI-...
AI-enabled zero-based redesign gives portfolio companies a faster, more durable path to margin—and a repeatable playbook across the fund.
Following a banner year for value creation, financial institutions must now reorient their organizations toward sustainable growth.
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