Metals of the Future: Can Supply Meet Demand?

Metals of the Future: Can Supply Meet Demand?

In the first of this three-part series about metals of the future, we explored how demand for copper, lithium, and nickel has been shaped by the transition to a low-carbon future. In this post, we move on to supply dynamics, where the response to the very pronounced...

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Episode 44: Can AI Be Ethical?

Episode 44: Can AI Be Ethical?

As artificial intelligence (AI) continues to evolve, how do we ethically approach a technology with such wide-ranging implications? In this episode of The Active Share, Hugo talks with Olivia Gambelin, founder and CEO of Ethical Intelligence, for a conversation about AI ethics, responsible AI, and how our current systems—legal, social, economic, and political—adopt, and adapt to, new technologies.

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Our 2024 Global Outlook

Our 2024 Global Outlook

Will 2024 be the first year of “normal” economic expansion post-COVID? In this episode of The Active Share, Hugo sits down with William Blair’s Olga Bitel, partner, global strategist, and Simon Fennell, partner, portfolio manager, for a wide-ranging conversation about...

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The Immaculate Disinflation: Opportunities for Growth

The Immaculate Disinflation: Opportunities for Growth

In their first walk of 2024, Olga and Hugo discuss how the U.S. Federal Reserve (Fed) managed to bring down inflation without causing a recession, why growth prospects for the coming year are strong, and what could dampen their optimism. Hugo: Olga, if the story going...

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Restarting China’s Economic Growth

Restarting China’s Economic Growth

China’s government is finally moving to stimulate the economy after its sluggish post-COVID reopening. The country faces a slew of problems, including low consumer confidence, plummeting property sales, and high youth unemployment. Even if the government succeeds in...

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Red Sea Rising: The Investor Impact

Red Sea Rising: The Investor Impact

While globalization has benefited consumer and commercial establishments for thousands of years, it has begun to slow down in recent years, facing increased backlash as supply chains experience various kinds of disruption. COVID-19, tariffs, geopolitical tensions,...

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Paving the Way for Non-U.S. Equity Outperformance

Paving the Way for Non-U.S. Equity Outperformance

Non-U.S. equities, including emerging markets (EM) equities, are likely beneficiaries of falling interest rates in the United States and the dollar weakening rather than strengthening, potentially paving the way for a good year for global equities. Global Markets—Far...

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