The Growth Opportunity Beyond U.S. Markets (Jennison Associates)
The past 12 months have been chaotic and norm-busting for international investors, but have the rules of…
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Matt Barrie: AI Bubble 2.0 (Macro Voices)
"The top two customers of Nvidia generate around 40% of the revenue and the next four customers generate another…
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Megadeals, Mergers and the Deal Economy (MUFG)
In a year in which trade wars and public policy uncertainty have derailed the “real” economy, the global “deal”…
Of AI Bubbles and Crashes (VoxEU)
This column argues that innovation-driven bubbles can yield real benefits when financed by equity rather than debt.
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