Infographic: 10 factors that could change economies and markets forever

Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.

From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common - strong competitive advantages.

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.