Top of Mind: Will AI Eat Software? (Goldman Sachs)
The emergence of new agentic AI tools for software development in recent months has fueled concerns that AI could…
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Strengthening Pension Savings in Emerging Markets (CFA Institute)
This paper explores lessons from eight emerging economies on how behavioral design and digital tools — from…
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Firms Predict an AI Productivity Boom Is Coming (VoxEU)
This column surveys over 5,000 CFOs, CEOs, and executives from stratified firm samples across the US, UK, Germany…
Dotcom on Steroids: Part IV (GQG)
CoreWeave’s debt-fueled growth highlights a broader trend in the AI infrastructure boom, where heavy leverage,…
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The long view: AI and the new face of geopolitical relations
Two big themes have been shaping markets and economies...
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Autocallables, 6G, and deep spaceExplore this selection of high-quality insights that you may have…