Insights across sectors, themes, factors, countries and more
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.
As AI supercharges what business technology can do, CIOs and CFOs must work together to demonstrate the return on their companies’ IT investments.
Quantum computing’s commercial arrival has accelerated, but ensuring the tech is actually useful requires enterprises to collaborate and steer innovation now.
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.
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