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CURRENT ISSUE

MACRO

The Rip-Roaring Twenties

The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.

MACRO

Themes for the Next Decade

Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.

POLITICS

What’s everyone getting wrong about the US election?

If this year has taught us anything, it is to count on the unexpected. Should we not at least consider how the consensus could be wrong on November 3?

SALON

Consumer & Growth Stocks Salon

The future has been pulled forward creating a decade’s worth of change in just a few months. We gathered this month to identify opportunities and discuss what comes next.