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The US is no longer extending its lead in AI talent. Is that a temporary leveling or the start of a structural shift?
Stability returns as sectors diverge
Emerging industry leaders share cutting-edge characteristics that distinguish them from rivals—and attract customers, investors, and valuations. A BCG analysis of 1,000 US private companies in soft...
As pricing power fades, a BCG survey shows how digital competition, AI-driven discovery and operations, and service performance are redefining the imperatives for success.
US stocks still matter, but rising risks make diversification compelling. Explore global opportunities to strengthen portfolio resilience.
The fintech sector has recovered from the 2023/2024 reset, with strong growth and profitability, but now enters a more demanding era of closer public-market scrutiny and heavier compliance burdens.
Global financial wealth is expanding, but there’s a growing split between markets generating wealth at scale and those slowed by political and economic uncertainty.
Look beyond the US: explore emerging markets’ growth potential, attractive valuations and diversification opportunities.
Move beyond US equities: discover global value, smart themes and quant strategies built for a broader opportunity set.
Discover overlooked global value opportunities beyond AI and US tech with insights from Robeco Boston Partners’ Chris Hart.
As the Iran conflict drives an inflationary spike, investors adjust to a higher for longer interest rate environment. We explore how to adapt to regime change.
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