Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.
American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.
The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.