Key Takeaways
Social capital as a network measure provides new insights on economic growth
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Climate
Data-Center Power Has Quadrupled. Big Tech’s Reported Scope 2 Has Done the Opposite
Data center power demand has quadrupled due to the artificial intelligence boom, but Big Tech’s reported carbon footprints are doing the opposite. Global carbon accounting rules are at the core of this inconsistency: under current greenhouse gas global (GHG) reporting standards, companies can report their electricity-related emissions (i.e., scope 2) using different accounting rules: Companies…
Geopolitical Risk and Portfolio Decisions: How Investors Are Adapting Policies, Exclusions, and Oversight
Geopolitical risk is currently reshaping how investors think about exclusions, investment policy, and portfolio oversight. At the same time, it is rewriting the macroeconomic playbook that long-term capital owners have relied on for decades. Trade fragmentation, shifting alliances, and a more interventionist policy environment are forcing investors to reconcile top-down macro views with bottom-up portfolio…
AI
AI Strategy for Financial Services: What’s Actually Working in 2026
AI is reshaping financial services faster than most firms can absorb it. What separates the winners from those still untangling decisions made two years ago?
